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 | $15,147 | $78,422-80.7% | $95,952-84.2% | $79,858-81.0% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.8pp | 69.6%+24.2pp |
| Annual return | 8.76% | 19.37%-10.6pp | 91.61%-82.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,894 | $1,945-2.6% | $2,541-25.5% | $2,471-23.4% |
| Participant deferral / active EE | $3,755 | $3,440+9.2% | $4,167-9.9% | $3,740+0.4% |
| Admin fee / account holder | $3,439 | $5,622-38.8% | $6,795-49.4% | $5,306-35.2% |