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 | $72,463 | $179,726-59.7% | $156,263-53.6% | $142,382-49.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 8.78% | 77.86%-69.1pp | 59.47%-50.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $188 | $5,069-96.3% | $4,333-95.7% | $4,299-95.6% |
| Participant deferral / active EE | $711 | $6,956-89.8% | $6,158-88.5% | $6,507-89.1% |
| Admin fee / account holder | $10,059 | $17,272-41.8% | $14,255-29.4% | $12,624-20.3% |