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 | $390 | $99,877-99.6% | $84,966-99.5% | $145,922-99.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 5.99% | 83.76%-77.8pp | 66.38%-60.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $31 | $3,231-99.0% | $2,727-98.9% | $4,660-99.3% |
| Participant deferral / active EE | $178 | $5,291-96.6% | $4,519-96.1% | $6,688-97.3% |
| Admin fee / account holder | $461 | $7,248-93.6% | $6,149-92.5% | $13,397-96.6% |