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 | $8,540 | $96,557-91.2% | $80,975-89.5% | $273,961-96.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.28% | 15.14%-14.9pp | 17.10%-16.8pp | 41.45%-41.2pp |
| Employer contribution / active EE | $2,086 | $4,868-57.1% | $3,714-43.8% | $4,869-57.1% |
| Participant deferral / active EE | $3,477 | $6,598-47.3% | $5,696-39.0% | $5,287-34.2% |
| Admin fee / account holder | $4,128 | $7,492-44.9% | $5,516-25.2% | $10,132-59.3% |