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 6-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 | $19,090 | $179,726-89.4% | $156,263-87.8% | $142,382-86.6% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 8.56% | 77.86%-69.3pp | 59.47%-50.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,316 | $5,069-54.3% | $4,333-46.6% | $4,299-46.1% |
| Participant deferral / active EE | $3,859 | $6,956-44.5% | $6,158-37.3% | $6,507-40.7% |
| Admin fee / account holder | $22,418 | $17,272+29.8% | $14,255+57.3% | $12,624+77.6% |