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 6-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 | $1,707 | $133,958-98.7% | $112,228-98.5% | $134,475-98.7% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -23.80% | 47.11%-70.9pp | 27.45%-51.3pp | 417.96%-441.8pp |
| Employer contribution / active EE | $45 | $4,038-98.9% | $3,635-98.8% | $4,740-99.1% |
| Participant deferral / active EE | $1,336 | $5,291-74.7% | $4,728-71.7% | $6,400-79.1% |
| Admin fee / account holder | $348 | $7,489-95.4% | $6,410-94.6% | $11,426-97.0% |