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 | $4,000 | $74,888-94.7% | $71,209-94.4% | $142,382-97.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 7.22% | 345.14%-337.9pp | 282.51%-275.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $31 | $2,854-98.9% | $2,721-98.9% | $4,299-99.3% |
| Participant deferral / active EE | $338 | $4,454-92.4% | $4,175-91.9% | $6,507-94.8% |
| Admin fee / account holder | $3,079 | $5,568-44.7% | $5,349-42.4% | $12,624-75.6% |