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 | $39,395 | $185,822-78.8% | $169,993-76.8% | $139,434-71.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 4.32% | 60.50%-56.2pp | 53.37%-49.1pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,384 | $7,590-81.8% | $6,785-79.6% | $4,751-70.9% |
| Participant deferral / active EE | $1,784 | $11,622-84.6% | $10,408-82.9% | $6,710-73.4% |
| Admin fee / account holder | $9,514 | $15,381-38.1% | $12,815-25.8% | $11,403-16.6% |