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 | $9,781 | $60,124-83.7% | $90,404-89.2% | $79,858-87.8% |
| Participation rate | 94.6% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+25.0pp |
| Annual return | 7.62% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,845 | $2,068+37.6% | $3,262-12.8% | $2,471+15.2% |
| Participant deferral / active EE | $1,397 | $2,938-52.5% | $3,963-64.8% | $3,740-62.7% |
| Admin fee / account holder | $3,912 | $3,976-1.6% | $5,611-30.3% | $5,306-26.3% |