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 | $35,658 | $105,998-66.4% | $92,233-61.3% | $147,584-75.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.21% | 50.05%-42.8pp | 176.28%-169.1pp | 578.55%-571.3pp |
| Employer contribution / active EE | $48 | $4,333-98.9% | $3,679-98.7% | $4,876-99.0% |
| Participant deferral / active EE | $48 | $4,478-98.9% | $3,897-98.8% | $5,439-99.1% |
| Admin fee / account holder | $6,426 | $6,332+1.5% | $5,194+23.7% | $10,885-41.0% |