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 | $18,639 | $63,346-70.6% | $92,233-79.8% | $70,131-73.4% |
| Participation rate | 70.5% | 68.7%+1.8pp | 76.5%-6.0pp | 69.5%+0.9pp |
| Annual return | 10.83% | 530.12%-519.3pp | 176.28%-165.4pp | 73.14%-62.3pp |
| Employer contribution / active EE | $530 | $2,471-78.5% | $3,679-85.6% | $2,342-77.4% |
| Participant deferral / active EE | $1,567 | $2,854-45.1% | $3,897-59.8% | $3,332-53.0% |
| Admin fee / account holder | $8,165 | $3,840+112.6% | $5,194+57.2% | $4,645+75.8% |