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 | $19,601 | $85,766-77.1% | $136,294-85.6% | $70,131-72.1% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 10.90% | 31.45%-20.6pp | 5155.94%-5145.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,024 | $2,966-31.8% | $4,695-56.9% | $2,342-13.6% |
| Participant deferral / active EE | $3,753 | $5,051-25.7% | $6,247-39.9% | $3,332+12.6% |
| Admin fee / account holder | $1,552 | $5,420-71.4% | $9,243-83.2% | $4,645-66.6% |