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 7-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 | $52,691 | $144,119-63.4% | $117,854-55.3% | $147,584-64.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.66% | 531.15%-523.5pp | 335.08%-327.4pp | 578.55%-570.9pp |
| Employer contribution / active EE | $49 | $4,896-99.0% | $3,786-98.7% | $4,876-99.0% |
| Participant deferral / active EE | $49 | $5,316-99.1% | $4,482-98.9% | $5,439-99.1% |
| Admin fee / account holder | $2,070 | $10,886-81.0% | $8,020-74.2% | $10,885-81.0% |