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 6-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 | $24,497 | $88,707-72.4% | $74,183-67.0% | $273,961-91.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.88% | 11.94%-11.1pp | 17.74%-16.9pp | 41.45%-40.6pp |
| Employer contribution / active EE | $398 | $3,159-87.4% | $2,370-83.2% | $4,869-91.8% |
| Participant deferral / active EE | $1,129 | $4,212-73.2% | $3,550-68.2% | $5,287-78.6% |
| Admin fee / account holder | $11,158 | $8,717+28.0% | $5,586+99.8% | $10,132+10.1% |