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 8-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 | $7,404 | $86,286-91.4% | $111,297-93.3% | $85,850-91.4% |
| Participation rate | 96.8% | 73.3%+23.4pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 10.44% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $513 | $2,043-74.9% | $2,731-81.2% | $2,565-80.0% |
| Participant deferral / active EE | $581 | $3,641-84.1% | $4,487-87.1% | $3,952-85.3% |
| Admin fee / account holder | $2,149 | $8,188-73.8% | $7,964-73.0% | $6,260-65.7% |