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 | $29,842 | $72,492-58.8% | $87,100-65.7% | $72,985-59.1% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 14.60% | 24.46%-9.9pp | 28.19%-13.6pp | 81.00%-66.4pp |
| Employer contribution / active EE | $184 | $1,894-90.3% | $2,521-92.7% | $2,440-92.5% |
| Participant deferral / active EE | $1,181 | $3,270-63.9% | $4,049-70.8% | $3,607-67.3% |
| Admin fee / account holder | $10,449 | $5,055+106.7% | $7,497+39.4% | $5,124+103.9% |