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 | $4,967 | $107,334-95.4% | $92,893-94.7% | $152,861-96.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.37% | 145.58%-137.2pp | 109.41%-101.0pp | 345.32%-337.0pp |
| Employer contribution / active EE | $387 | $4,221-90.8% | $3,653-89.4% | $4,762-91.9% |
| Participant deferral / active EE | $167 | $4,845-96.6% | $4,236-96.1% | $5,850-97.2% |
| Admin fee / account holder | $1,613 | $7,079-77.2% | $5,794-72.2% | $11,596-86.1% |