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 6-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 | $16,194 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 4.40% | 348.15%-343.7pp | 276.60%-272.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $4,005 | $5,103-21.5% | $4,644-13.8% | $4,761-15.9% |
| Participant deferral / active EE | $5,086 | $7,181-29.2% | $6,842-25.7% | $5,982-15.0% |
| Admin fee / account holder | $8,632 | $10,807-20.1% | $9,309-7.3% | $11,246-23.2% |