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 4-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 | $12,023 | $154,228-92.2% | $145,433-91.7% | $137,256-91.2% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 6.15% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,171 | $4,804-75.6% | $4,554-74.3% | $4,156-71.8% |
| Participant deferral / active EE | $4,058 | $8,216-50.6% | $7,897-48.6% | $6,407-36.7% |
| Admin fee / account holder | $805 | $14,344-94.4% | $13,129-93.9% | $12,270-93.4% |