See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,330 | $48,046-82.7% | $84,611-90.2% | $72,985-88.6% |
| Participation rate | 80.5% | 57.6%+22.9pp | 68.2%+12.2pp | 69.5%+11.0pp |
| Annual return | 15.64% | 37.38%-21.7pp | 258.74%-243.1pp | 81.00%-65.4pp |
| Employer contribution / active EE | $555 | $1,602-65.3% | $2,652-79.1% | $2,440-77.2% |
| Participant deferral / active EE | $975 | $2,680-63.6% | $3,899-75.0% | $3,607-73.0% |
| Admin fee / account holder | $370 | $3,395-89.1% | $4,912-92.5% | $5,124-92.8% |