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 | $22,077 | $198,466-88.9% | $170,442-87.0% | $147,584-85.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.47% | 257.29%-248.8pp | 205.93%-197.5pp | 578.55%-570.1pp |
| Employer contribution / active EE | $3,847 | $6,184-37.8% | $5,433-29.2% | $4,876-21.1% |
| Participant deferral / active EE | $6,115 | $5,629+8.6% | $4,939+23.8% | $5,439+12.4% |
| Admin fee / account holder | $11,338 | $16,852-32.7% | $13,880-18.3% | $10,885+4.2% |