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 | $51,095 | $99,341-48.6% | $84,750-39.7% | $273,961-81.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -18.03% | 22.93%-41.0pp | 22.78%-40.8pp | 41.45%-59.5pp |
| Employer contribution / active EE | $124 | $4,214-97.1% | $3,574-96.5% | $4,869-97.5% |
| Participant deferral / active EE | $124 | $4,269-97.1% | $3,712-96.7% | $5,287-97.7% |
| Admin fee / account holder | $1,055 | $6,644-84.1% | $5,332-80.2% | $10,132-89.6% |