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 | $29,922 | $133,922-77.7% | $116,228-74.3% | $142,382-79.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.06% | 147.76%-139.7pp | 90.06%-82.0pp | 217.08%-209.0pp |
| Employer contribution / active EE | $419 | $3,446-87.8% | $2,994-86.0% | $4,299-90.3% |
| Participant deferral / active EE | $655 | $5,672-88.4% | $4,953-86.8% | $6,507-89.9% |
| Admin fee / account holder | $1,010 | $14,945-93.2% | $11,989-91.6% | $12,624-92.0% |