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 | $31,062 | $87,841-64.6% | $133,980-76.8% | $62,891-50.6% |
| Participation rate | 89.3% | 83.4%+5.9pp | 87.1%+2.2pp | 69.3%+20.0pp |
| Annual return | 2.61% | 12.05%-9.4pp | 29.30%-26.7pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,029 | $3,483-70.5% | $5,211-80.3% | $2,281-54.9% |
| Participant deferral / active EE | $1,160 | $4,812-75.9% | $6,282-81.5% | $3,203-63.8% |
| Admin fee / account holder | $1,267 | $5,371-76.4% | $9,324-86.4% | $4,296-70.5% |