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 | $22,520 | $201,272-88.8% | $184,203-87.8% | $145,922-84.6% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 3.64% | 29.00%-25.4pp | 28.81%-25.2pp | 561.29%-557.6pp |
| Employer contribution / active EE | $374 | $7,022-94.7% | $6,427-94.2% | $4,660-92.0% |
| Participant deferral / active EE | $1,909 | $9,806-80.5% | $9,131-79.1% | $6,688-71.4% |
| Admin fee / account holder | $482 | $16,364-97.1% | $13,901-96.5% | $13,397-96.4% |