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 | $54,190 | $165,335-67.2% | $149,696-63.8% | $158,922-65.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 7.05% | 348.15%-341.1pp | 276.60%-269.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $28 | $5,103-99.5% | $4,644-99.4% | $4,761-99.4% |
| Participant deferral / active EE | $1,039 | $7,181-85.5% | $6,842-84.8% | $5,982-82.6% |
| Admin fee / account holder | $17,664 | $10,807+63.5% | $9,309+89.8% | $11,246+57.1% |