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 | $17,258 | $65,365-73.6% | $92,893-81.4% | $72,985-76.4% |
| Participation rate | 82.1% | 68.3%+13.7pp | 76.0%+6.0pp | 69.5%+12.6pp |
| Annual return | 4.06% | 42.10%-38.0pp | 109.41%-105.4pp | 81.00%-76.9pp |
| Employer contribution / active EE | $3,205 | $2,594+23.6% | $3,653-12.3% | $2,440+31.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,477 | $4,251+5.3% | $5,794-22.7% | $5,124-12.6% |