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 | $13,274 | $214,378-93.8% | $200,582-93.4% | $142,382-90.7% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 10.10% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,738 | $6,841-60.0% | $6,419-57.3% | $4,299-36.3% |
| Participant deferral / active EE | $4,211 | $9,865-57.3% | $9,331-54.9% | $6,507-35.3% |
| Admin fee / account holder | $6,844 | $17,692-61.3% | $16,305-58.0% | $12,624-45.8% |