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 | $13,380 | $84,233-84.1% | $170,442-92.1% | $70,131-80.9% |
| Participation rate | 71.9% | 70.8%+1.0pp | 83.6%-11.7pp | 69.5%+2.3pp |
| Annual return | 11.40% | 23.06%-11.7pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $82 | $3,387-97.6% | $5,433-98.5% | $2,342-96.5% |
| Participant deferral / active EE | $582 | $3,086-81.2% | $4,939-88.2% | $3,332-82.5% |
| Admin fee / account holder | $4,419 | $5,698-22.4% | $13,880-68.2% | $4,645-4.9% |