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 9-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 | $7,273 | $53,777-86.5% | $134,143-94.6% | $79,858-90.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 9.09% | 19.01%-9.9pp | 36.33%-27.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $881 | $1,321-33.4% | $3,704-76.2% | $2,471-64.4% |
| Participant deferral / active EE | $1,616 | $2,420-33.2% | $3,499-53.8% | $3,740-56.8% |
| Admin fee / account holder | $1,902 | $3,984-52.2% | $6,684-71.5% | $5,306-64.1% |