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 | $27,462 | $108,825-74.8% | $156,181-82.4% | $82,448-66.7% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.8%+11.5pp | 68.1%+22.3pp |
| Annual return | 10.44% | 20.59%-10.1pp | 64.87%-54.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,360 | $2,870-52.6% | $4,294-68.3% | $2,551-46.7% |
| Participant deferral / active EE | $2,761 | $4,577-39.7% | $6,132-55.0% | $4,139-33.3% |
| Admin fee / account holder | $1,842 | $9,341-80.3% | $14,586-87.4% | $7,234-74.5% |