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 | $11,115 | $210,648-94.7% | $177,989-93.8% | $145,922-92.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.52% | 385.86%-384.3pp | 294.48%-293.0pp | 561.29%-559.8pp |
| Employer contribution / active EE | $981 | $4,565-78.5% | $3,949-75.2% | $4,660-79.0% |
| Participant deferral / active EE | $1,601 | $6,958-77.0% | $6,276-74.5% | $6,688-76.1% |
| Admin fee / account holder | $19,000 | $12,013+58.2% | $10,363+83.3% | $13,397+41.8% |