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 | $130,039 | $201,272-35.4% | $184,203-29.4% | $145,922-10.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 6.32% | 29.00%-22.7pp | 28.81%-22.5pp | 561.29%-555.0pp |
| Employer contribution / active EE | $496 | $7,022-92.9% | $6,427-92.3% | $4,660-89.4% |
| Participant deferral / active EE | $1,450 | $9,806-85.2% | $9,131-84.1% | $6,688-78.3% |
| Admin fee / account holder | $18,865 | $16,364+15.3% | $13,901+35.7% | $13,397+40.8% |