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 | $11,605 | $84,233-86.2% | $170,442-93.2% | $70,131-83.5% |
| Participation rate | 84.5% | 70.8%+13.7pp | 83.6%+0.9pp | 69.5%+15.0pp |
| Annual return | 10.45% | 23.06%-12.6pp | 205.93%-195.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,119 | $3,387-67.0% | $5,433-79.4% | $2,342-52.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,710 | $5,698-52.4% | $13,880-80.5% | $4,645-41.7% |