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 9-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 | $13,978 | $198,466-93.0% | $170,442-91.8% | $147,584-90.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.82% | 257.29%-248.5pp | 205.93%-197.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $2,387 | $6,184-61.4% | $5,433-56.1% | $4,876-51.0% |
| Participant deferral / active EE | $18,367 | $5,629+226.3% | $4,939+271.8% | $5,439+237.7% |
| Admin fee / account holder | $1,562 | $16,852-90.7% | $13,880-88.8% | $10,885-85.7% |