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 | $48,128 | $114,381-57.9% | $107,525-55.2% | $142,382-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.78% | 242.71%-234.9pp | 181.32%-173.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $444 | $4,015-88.9% | $3,754-88.2% | $4,299-89.7% |
| Participant deferral / active EE | $412 | $5,564-92.6% | $5,116-92.0% | $6,507-93.7% |
| Admin fee / account holder | $6,019 | $9,860-39.0% | $8,919-32.5% | $12,624-52.3% |