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 | $67,057 | $117,841-43.1% | $102,423-34.5% | $145,922-54.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 5.38% | 31.65%-26.3pp | 29.32%-23.9pp | 561.29%-555.9pp |
| Employer contribution / active EE | $525 | $3,615-85.5% | $3,023-82.6% | $4,660-88.7% |
| Participant deferral / active EE | $1,156 | $5,731-79.8% | $5,053-77.1% | $6,688-82.7% |
| Admin fee / account holder | $48,846 | $13,326+266.5% | $9,451+416.8% | $13,397+264.6% |