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 5-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 | $8,805 | $95,266-90.8% | $82,389-89.3% | $142,382-93.8% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | -11.71% | 25.74%-37.4pp | 28.67%-40.4pp | 217.08%-228.8pp |
| Employer contribution / active EE | $82 | $2,991-97.2% | $2,517-96.7% | $4,299-98.1% |
| Participant deferral / active EE | $82 | $4,809-98.3% | $4,155-98.0% | $6,507-98.7% |
| Admin fee / account holder | $6,191 | $8,563-27.7% | $7,231-14.4% | $12,624-51.0% |