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 9-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 | $9,178 | $176,812-94.8% | $146,665-93.7% | $167,490-94.5% |
| Participation rate | 84.2% | 83.6%+0.6pp | 80.1%+4.1pp | 82.1%+2.1pp |
| Annual return | 8.15% | 24.03%-15.9pp | 22.74%-14.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,499 | $5,160-70.9% | $4,136-63.8% | $4,837-69.0% |
| Participant deferral / active EE | $2,662 | $6,440-58.7% | $5,506-51.7% | $6,341-58.0% |
| Admin fee / account holder | $2,329 | $13,259-82.4% | $10,280-77.3% | $12,309-81.1% |