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 7-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 | $11,914 | $217,402-94.5% | $185,823-93.6% | $167,490-92.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.22% | 148.36%-141.1pp | 122.05%-114.8pp | 478.56%-471.3pp |
| Employer contribution / active EE | $7,470 | $5,873+27.2% | $5,167+44.6% | $4,837+54.4% |
| Participant deferral / active EE | $3,138 | $6,356-50.6% | $5,568-43.6% | $6,341-50.5% |
| Admin fee / account holder | $383 | $19,811-98.1% | $16,237-97.6% | $12,309-96.9% |