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 | $30,495 | $109,982-72.3% | $97,226-68.6% | $145,922-79.1% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 6.28% | 242.90%-236.6pp | 75.13%-68.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $272 | $3,084-91.2% | $2,729-90.0% | $4,660-94.2% |
| Participant deferral / active EE | $298 | $4,676-93.6% | $4,264-93.0% | $6,688-95.5% |
| Admin fee / account holder | $727 | $6,221-88.3% | $5,654-87.1% | $13,397-94.6% |