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 8-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 | $7,477 | $117,841-93.7% | $102,423-92.7% | $145,922-94.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -17.51% | 31.65%-49.2pp | 29.32%-46.8pp | 561.29%-578.8pp |
| Employer contribution / active EE | $418 | $3,615-88.4% | $3,023-86.2% | $4,660-91.0% |
| Participant deferral / active EE | $522 | $5,731-90.9% | $5,053-89.7% | $6,688-92.2% |
| Admin fee / account holder | $2,932 | $13,326-78.0% | $9,451-69.0% | $13,397-78.1% |