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 10-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 | $24,683 | $81,208-69.6% | $98,907-75.0% | $79,858-69.1% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 5.50% | 60.99%-55.5pp | 196.43%-190.9pp | 31.71%-26.2pp |
| Employer contribution / active EE | $3,118 | $1,960+59.1% | $2,689+16.0% | $2,471+26.2% |
| Participant deferral / active EE | $5,302 | $3,265+62.4% | $4,244+24.9% | $3,740+41.8% |
| Admin fee / account holder | $24,586 | $6,013+308.9% | $6,642+270.2% | $5,306+363.3% |