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 5-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 | $6,881 | $111,724-93.8% | $93,606-92.6% | $145,922-95.3% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 7.73% | 202.98%-195.3pp | 133.20%-125.5pp | 561.29%-553.6pp |
| Employer contribution / active EE | $425 | $3,090-86.2% | $2,420-82.4% | $4,660-90.9% |
| Participant deferral / active EE | $480 | $4,912-90.2% | $4,411-89.1% | $6,688-92.8% |
| Admin fee / account holder | $1,612 | $10,250-84.3% | $8,285-80.5% | $13,397-88.0% |