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 | $4,910 | $96,557-94.9% | $80,975-93.9% | $273,961-98.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.29% | 15.14%-14.9pp | 17.10%-16.8pp | 41.45%-41.2pp |
| Employer contribution / active EE | $4,457 | $4,868-8.5% | $3,714+20.0% | $4,869-8.5% |
| Participant deferral / active EE | $2,036 | $6,598-69.1% | $5,696-64.3% | $5,287-61.5% |
| Admin fee / account holder | $23,893 | $7,492+218.9% | $5,516+333.2% | $10,132+135.8% |