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 | $3,355 | $99,020-96.6% | $86,590-96.1% | $147,584-97.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.37% | 1312.34%-1305.0pp | 964.84%-957.5pp | 578.55%-571.2pp |
| Employer contribution / active EE | $9,459 | $3,132+202.0% | $2,839+233.1% | $4,876+94.0% |
| Participant deferral / active EE | $51,801 | $3,972+1204.1% | $3,609+1335.5% | $5,439+852.5% |
| Admin fee / account holder | $21,839 | $5,710+282.4% | $4,906+345.2% | $10,885+100.6% |