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 | $14,697 | $197,591-92.6% | $177,821-91.7% | $158,922-90.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.28% | 58.76%-54.5pp | 48.32%-44.0pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,257 | $6,697-66.3% | $5,918-61.9% | $4,761-52.6% |
| Participant deferral / active EE | $7,413 | $8,405-11.8% | $7,714-3.9% | $5,982+23.9% |
| Admin fee / account holder | $39,687 | $15,399+157.7% | $12,427+219.4% | $11,246+252.9% |