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 4-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 | $28,418 | $159,602-82.2% | $150,045-81.1% | $142,382-80.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | -0.99% | 70.24%-71.2pp | 62.55%-63.5pp | 217.08%-218.1pp |
| Employer contribution / active EE | $444 | $4,961-91.1% | $4,693-90.5% | $4,299-89.7% |
| Participant deferral / active EE | $738 | $8,310-91.1% | $7,997-90.8% | $6,507-88.7% |
| Admin fee / account holder | $7,325 | $14,846-50.7% | $13,435-45.5% | $12,624-42.0% |