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 | $5,466 | $100,773-94.6% | $88,946-93.9% | $142,382-96.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 9.93% | 70.18%-60.2pp | 57.82%-47.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $982 | $2,918-66.3% | $2,555-61.6% | $4,299-77.2% |
| Participant deferral / active EE | $1,397 | $5,230-73.3% | $4,581-69.5% | $6,507-78.5% |
| Admin fee / account holder | $2,530 | $9,693-73.9% | $8,261-69.4% | $12,624-80.0% |