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 | $31,046 | $181,894-82.9% | $156,549-80.2% | $273,961-88.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.99% | 30.74%-28.7pp | 32.23%-30.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,847 | $6,248-70.4% | $5,501-66.4% | $4,869-62.1% |
| Participant deferral / active EE | $5,289 | $5,550-4.7% | $4,871+8.6% | $5,2870% |
| Admin fee / account holder | $325 | $15,559-97.9% | $13,027-97.5% | $10,132-96.8% |