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 3-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 | $36,875 | $138,347-73.3% | $184,203-80.0% | $80,856-54.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 8.47% | 20.02%-11.6pp | 28.81%-20.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,207 | $4,850-54.5% | $6,427-65.7% | $2,755-19.9% |
| Participant deferral / active EE | $4,581 | $7,071-35.2% | $9,131-49.8% | $4,296+6.6% |
| Admin fee / account holder | $15,266 | $10,483+45.6% | $13,901+9.8% | $6,918+120.7% |