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 | $23,812 | $98,750-75.9% | $149,696-84.1% | $79,858-70.2% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 10.15% | 27.43%-17.3pp | 276.60%-266.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,777 | $3,216+17.4% | $4,644-18.7% | $2,471+52.8% |
| Participant deferral / active EE | $4,692 | $5,680-17.4% | $6,842-31.4% | $3,740+25.4% |
| Admin fee / account holder | $19,785 | $6,053+226.9% | $9,309+112.5% | $5,306+272.9% |