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 4-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 | $9,822 | $84,233-88.3% | $170,442-94.2% | $70,131-86.0% |
| Participation rate | 83.6% | 70.8%+12.8pp | 83.6%0pp | 69.5%+14.1pp |
| Annual return | 10.67% | 23.06%-12.4pp | 205.93%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $645 | $3,387-80.9% | $5,433-88.1% | $2,342-72.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,223 | $5,698-78.5% | $13,880-91.2% | $4,645-73.7% |