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 | $26,180 | $176,812-85.2% | $146,665-82.1% | $167,490-84.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.68% | 24.03%-18.4pp | 22.74%-17.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $2,550 | $5,160-50.6% | $4,136-38.4% | $4,837-47.3% |
| Participant deferral / active EE | $7,328 | $6,440+13.8% | $5,506+33.1% | $6,341+15.6% |
| Admin fee / account holder | $82,551 | $13,259+522.6% | $10,280+703.1% | $12,309+570.7% |