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 | $15,883 | $159,901-90.1% | $146,958-89.2% | $145,922-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.67% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $4,454 | $5,286-15.7% | $4,933-9.7% | $4,660-4.4% |
| Participant deferral / active EE | $5,727 | $8,428-32.1% | $8,070-29.0% | $6,688-14.4% |
| Admin fee / account holder | $1,501 | $15,044-90.0% | $12,998-88.5% | $13,397-88.8% |