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 | $27,452 | $109,413-74.9% | $156,263-82.4% | $84,808-67.6% |
| Participation rate | 71.4% | 72.7%-1.3pp | 78.9%-7.5pp | 68.3%+3.1pp |
| Annual return | 12.31% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,382 | $2,907-52.5% | $4,333-68.1% | $2,631-47.5% |
| Participant deferral / active EE | $2,929 | $4,590-36.2% | $6,158-52.4% | $4,212-30.4% |
| Admin fee / account holder | $5,987 | $9,357-36.0% | $14,255-58.0% | $7,344-18.5% |