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 | $36,335 | $125,758-71.1% | $169,993-78.6% | $75,163-51.7% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 8.20% | 27.20%-19.0pp | 53.37%-45.2pp | 160.62%-152.4pp |
| Employer contribution / active EE | $1,385 | $4,615-70.0% | $6,785-79.6% | $2,670-48.1% |
| Participant deferral / active EE | $1,958 | $6,837-71.4% | $10,408-81.2% | $4,125-52.5% |
| Admin fee / account holder | $17,775 | $8,173+117.5% | $12,815+38.7% | $5,651+214.5% |