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 8-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 | $11,536 | $140,940-91.8% | $112,229-89.7% | $139,434-91.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 3.51% | 32.71%-29.2pp | 30.20%-26.7pp | 372.94%-369.4pp |
| Employer contribution / active EE | $823 | $4,283-80.8% | $3,430-76.0% | $4,751-82.7% |
| Participant deferral / active EE | $1,715 | $5,874-70.8% | $4,798-64.3% | $6,710-74.4% |
| Admin fee / account holder | $17,970 | $9,954+80.5% | $7,748+131.9% | $11,403+57.6% |