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 | $112,479 | $167,307-32.8% | $143,757-21.8% | $134,475-16.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.73% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $477 | $5,619-91.5% | $4,951-90.4% | $4,740-89.9% |
| Participant deferral / active EE | $810 | $6,446-87.4% | $5,637-85.6% | $6,400-87.3% |
| Admin fee / account holder | $8,000 | $18,088-55.8% | $14,673-45.5% | $11,426-30.0% |