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 | $5,278 | $49,922-89.4% | $80,569-93.4% | $75,163-93.0% |
| Participation rate | 71.0% | 55.3%+15.7pp | 67.0%+4.0pp | 67.2%+3.8pp |
| Annual return | 5.82% | 34.69%-28.9pp | 935.43%-929.6pp | 160.62%-154.8pp |
| Employer contribution / active EE | $767 | $1,698-54.8% | $2,723-71.8% | $2,670-71.3% |
| Participant deferral / active EE | $1,164 | $2,990-61.1% | $4,447-73.8% | $4,125-71.8% |
| Admin fee / account holder | $10,028 | $3,577+180.3% | $5,377+86.5% | $5,651+77.5% |