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 | $20,153 | $86,929-76.8% | $102,423-80.3% | $80,856-75.1% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.5pp |
| Annual return | 9.10% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,414 | $2,369-40.3% | $3,023-53.2% | $2,755-48.7% |
| Participant deferral / active EE | $3,068 | $4,118-25.5% | $5,053-39.3% | $4,296-28.6% |
| Admin fee / account holder | $941 | $8,049-88.3% | $9,451-90.0% | $6,918-86.4% |