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 | $36,700 | $105,998-65.4% | $92,233-60.2% | $147,584-75.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.11% | 50.05%-41.9pp | 176.28%-168.2pp | 578.55%-570.4pp |
| Employer contribution / active EE | $176 | $4,333-95.9% | $3,679-95.2% | $4,876-96.4% |
| Participant deferral / active EE | $1,100 | $4,478-75.4% | $3,897-71.8% | $5,439-79.8% |
| Admin fee / account holder | $8,333 | $6,332+31.6% | $5,194+60.5% | $10,885-23.4% |