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 | $26,660 | $131,829-79.8% | $108,579-75.4% | $273,961-90.3% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 1.07% | -91.57%+92.6pp | -51.70%+52.8pp | 41.45%-40.4pp |
| Employer contribution / active EE | $270 | $4,912-94.5% | $3,758-92.8% | $4,869-94.4% |
| Participant deferral / active EE | $333 | $5,127-93.5% | $4,311-92.3% | $5,287-93.7% |
| Admin fee / account holder | $7,275 | $10,252-29.0% | $7,645-4.8% | $10,132-28.2% |