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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,980 | $69,977-92.9% | $108,579-95.4% | $62,891-92.1% |
| Participation rate | 73.4% | 72.9%+0.5pp | 79.6%-6.1pp | 69.3%+4.1pp |
| Annual return | 4.11% | 10.73%-6.6pp | -51.70%+55.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $166 | $2,135-92.2% | $3,758-95.6% | $2,281-92.7% |
| Participant deferral / active EE | $353 | $3,165-88.8% | $4,311-91.8% | $3,203-89.0% |
| Admin fee / account holder | $2,676 | $5,076-47.3% | $7,645-65.0% | $4,296-37.7% |