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 | $8,997 | $58,828-84.7% | $77,999-88.5% | $62,891-85.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.44% | 17.16%-12.7pp | 425.96%-421.5pp | 20.14%-15.7pp |
| Employer contribution / active EE | $926 | $1,672-44.6% | $2,470-62.5% | $2,281-59.4% |
| Participant deferral / active EE | $2,122 | $2,686-21.0% | $3,497-39.3% | $3,203-33.7% |
| Admin fee / account holder | $1,444 | $4,393-67.1% | $5,480-73.7% | $4,296-66.4% |