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 | $4,300 | $177,572-97.6% | $154,803-97.2% | $142,382-97.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 6.86% | 65.07%-58.2pp | 58.88%-52.0pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,311 | $4,810-72.7% | $4,305-69.6% | $4,299-69.5% |
| Participant deferral / active EE | $8,004 | $6,272+27.6% | $5,540+44.5% | $6,507+23.0% |
| Admin fee / account holder | $354,527 | $16,786+2012.1% | $14,329+2374.2% | $12,624+2708.4% |