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 | $24,475 | $83,477-70.7% | $125,175-80.4% | $72,985-66.5% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.5%+15.7pp |
| Annual return | 11.15% | 25.78%-14.6pp | 43.79%-32.6pp | 81.00%-69.9pp |
| Employer contribution / active EE | $1,243 | $2,345-47.0% | $3,865-67.8% | $2,440-49.1% |
| Participant deferral / active EE | $2,416 | $3,585-32.6% | $4,937-51.1% | $3,607-33.0% |
| Admin fee / account holder | $10,024 | $5,517+81.7% | $9,702+3.3% | $5,124+95.6% |