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 | $4,663 | $138,065-96.6% | $123,544-96.2% | $135,375-96.6% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -11.38% | 153.68%-165.1pp | 119.20%-130.6pp | 519.73%-531.1pp |
| Employer contribution / active EE | $580 | $5,151-88.7% | $4,628-87.5% | $4,779-87.9% |
| Participant deferral / active EE | $1,539 | $6,799-77.4% | $6,426-76.0% | $5,609-72.6% |
| Admin fee / account holder | $320 | $10,916-97.1% | $9,284-96.6% | $10,827-97.0% |