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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,654 | $90,348-47.3% | $75,972-37.3% | $145,922-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.17% | 620.88%-612.7pp | 359.55%-351.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $355 | $3,311-89.3% | $2,685-86.8% | $4,660-92.4% |
| Participant deferral / active EE | $364 | $5,162-92.9% | $4,255-91.4% | $6,688-94.6% |
| Admin fee / account holder | $12,304 | $8,467+45.3% | $6,467+90.3% | $13,397-8.2% |