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 8-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 | $23,821 | $72,492-67.1% | $87,100-72.7% | $72,985-67.4% |
| Participation rate | 98.0% | 72.8%+25.1pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 15.94% | 24.46%-8.5pp | 28.19%-12.3pp | 81.00%-65.1pp |
| Employer contribution / active EE | $499 | $1,894-73.7% | $2,521-80.2% | $2,440-79.6% |
| Participant deferral / active EE | $2,534 | $3,270-22.5% | $4,049-37.4% | $3,607-29.7% |
| Admin fee / account holder | $544 | $5,055-89.2% | $7,497-92.7% | $5,124-89.4% |