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 | $12,972 | $76,552-83.1% | $123,892-89.5% | $62,891-79.4% |
| Participation rate | 70.4% | 73.0%-2.6pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 3.70% | 18.68%-15.0pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,117 | $2,883-61.2% | $4,617-75.8% | $2,281-51.0% |
| Participant deferral / active EE | $2,538 | $4,840-47.6% | $5,984-57.6% | $3,203-20.7% |
| Admin fee / account holder | $443 | $4,826-90.8% | $8,357-94.7% | $4,296-89.7% |