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 | $54,562 | $127,065-57.1% | $113,168-51.8% | $142,382-61.7% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 8.02% | 24.03%-16.0pp | 24.27%-16.2pp | 217.08%-209.1pp |
| Employer contribution / active EE | $391 | $3,442-88.6% | $2,975-86.9% | $4,299-90.9% |
| Participant deferral / active EE | $1,198 | $5,716-79.0% | $5,107-76.5% | $6,507-81.6% |
| Admin fee / account holder | $4,673 | $15,736-70.3% | $12,068-61.3% | $12,624-63.0% |