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 | $12,871 | $104,251-87.7% | $91,001-85.9% | $147,584-91.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 7.79% | 27.06%-19.3pp | 4.60%+3.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $605 | $3,116-80.6% | $2,456-75.4% | $4,876-87.6% |
| Participant deferral / active EE | $5,144 | $4,195+22.6% | $3,547+45.0% | $5,439-5.4% |
| Admin fee / account holder | $7,518 | $8,948-16.0% | $5,417+38.8% | $10,885-30.9% |