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 | $11,106 | $209,411-94.7% | $178,490-93.8% | $158,922-93.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.58% | 188.75%-187.2pp | 151.07%-149.5pp | 302.83%-301.2pp |
| Employer contribution / active EE | $505 | $5,706-91.2% | $5,011-89.9% | $4,761-89.4% |
| Participant deferral / active EE | $1,728 | $5,954-71.0% | $5,202-66.8% | $5,982-71.1% |
| Admin fee / account holder | $9,863 | $17,074-42.2% | $13,984-29.5% | $11,246-12.3% |