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 | $10,806 | $55,453-80.5% | $170,442-93.7% | $62,292-82.7% |
| Participation rate | 99.0% | 66.4%+32.7pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 10.36% | 21.38%-11.0pp | 205.93%-195.6pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,104 | $2,164-49.0% | $5,433-79.7% | $2,042-45.9% |
| Participant deferral / active EE | $1,363 | $2,303-40.8% | $4,939-72.4% | $3,169-57.0% |
| Admin fee / account holder | $726 | $455+59.5% | $13,880-94.8% | $479+51.5% |