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 | $20,352 | $98,750-79.4% | $149,696-86.4% | $79,858-74.5% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 12.06% | 27.43%-15.4pp | 276.60%-264.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $966 | $3,216-70.0% | $4,644-79.2% | $2,471-60.9% |
| Participant deferral / active EE | $2,498 | $5,680-56.0% | $6,842-63.5% | $3,740-33.2% |
| Admin fee / account holder | $1,504 | $6,053-75.2% | $9,309-83.8% | $5,306-71.7% |