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 8-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 | $13,715 | $118,849-88.5% | $96,562-85.8% | $167,490-91.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 1.83% | 50.49%-48.7pp | 37.78%-36.0pp | 478.56%-476.7pp |
| Employer contribution / active EE | $1,042 | $3,120-66.6% | $2,356-55.8% | $4,837-78.5% |
| Participant deferral / active EE | $8,457 | $4,616+83.2% | $3,849+119.7% | $6,341+33.4% |
| Admin fee / account holder | $4,733 | $8,065-41.3% | $6,181-23.4% | $12,309-61.5% |