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 | $14,980 | $181,894-91.8% | $156,549-90.4% | $273,961-94.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.16% | 30.74%-32.9pp | 32.23%-34.4pp | 41.45%-43.6pp |
| Employer contribution / active EE | $346 | $6,248-94.5% | $5,501-93.7% | $4,869-92.9% |
| Participant deferral / active EE | $990 | $5,550-82.2% | $4,871-79.7% | $5,287-81.3% |
| Admin fee / account holder | $3,615 | $15,559-76.8% | $13,027-72.3% | $10,132-64.3% |