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 5-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 | $57,546 | $210,408-72.7% | $153,485-62.5% | $145,922-60.6% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 7.89% | 13.37%-5.5pp | 15.65%-7.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $970 | $6,048-84.0% | $5,039-80.8% | $4,660-79.2% |
| Participant deferral / active EE | $1,953 | $7,975-75.5% | $6,757-71.1% | $6,688-70.8% |
| Admin fee / account holder | $7,006 | $19,419-63.9% | $12,724-44.9% | $13,397-47.7% |