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 8-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 | $8,671 | $111,754-92.2% | $103,333-91.6% | $145,922-94.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 7.55% | 24.77%-17.2pp | 24.88%-17.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $903 | $4,212-78.6% | $3,868-76.7% | $4,660-80.6% |
| Participant deferral / active EE | $2,428 | $5,619-56.8% | $5,057-52.0% | $6,688-63.7% |
| Admin fee / account holder | $458 | $9,750-95.3% | $8,355-94.5% | $13,397-96.6% |