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 3-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,553 | $86,929+50.2% | $102,423+27.5% | $80,856+61.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.63% | 18.88%-9.3pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $147 | $2,369-93.8% | $3,023-95.1% | $2,755-94.7% |
| Participant deferral / active EE | $306 | $4,118-92.6% | $5,053-93.9% | $4,296-92.9% |
| Admin fee / account holder | $80,177 | $8,049+896.1% | $9,451+748.4% | $6,918+1059.0% |