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 | $29,737 | $198,466-85.0% | $170,442-82.6% | $147,584-79.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 7.45% | 257.29%-249.8pp | 205.93%-198.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $2,370 | $6,184-61.7% | $5,433-56.4% | $4,876-51.4% |
| Participant deferral / active EE | $2,926 | $5,629-48.0% | $4,939-40.8% | $5,439-46.2% |
| Admin fee / account holder | $401 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |