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 | $59,171 | $127,065-53.4% | $113,168-47.7% | $142,382-58.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 4.38% | 24.03%-19.7pp | 24.27%-19.9pp | 217.08%-212.7pp |
| Employer contribution / active EE | $748 | $3,442-78.3% | $2,975-74.9% | $4,299-82.6% |
| Participant deferral / active EE | $1,279 | $5,716-77.6% | $5,107-75.0% | $6,507-80.3% |
| Admin fee / account holder | $9,472 | $15,736-39.8% | $12,068-21.5% | $12,624-25.0% |