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 4-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 | $8,667 | $159,602-94.6% | $150,045-94.2% | $142,382-93.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -14.69% | 70.24%-84.9pp | 62.55%-77.2pp | 217.08%-231.8pp |
| Employer contribution / active EE | $825 | $4,961-83.4% | $4,693-82.4% | $4,299-80.8% |
| Participant deferral / active EE | $1,300 | $8,310-84.4% | $7,997-83.7% | $6,507-80.0% |
| Admin fee / account holder | $2,584 | $14,846-82.6% | $13,435-80.8% | $12,624-79.5% |