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 6-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 | $19,426 | $165,335-88.3% | $149,696-87.0% | $158,922-87.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 7.36% | 348.15%-340.8pp | 276.60%-269.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,680 | $5,103-67.1% | $4,644-63.8% | $4,761-64.7% |
| Participant deferral / active EE | $7,445 | $7,181+3.7% | $6,842+8.8% | $5,982+24.5% |
| Admin fee / account holder | $498 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |