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 8-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 | $23,520 | $88,751-73.5% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.14% | 1025.40%-1019.3pp | 773.79%-767.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $165 | $3,083-94.6% | $2,912-94.3% | $4,660-96.5% |
| Participant deferral / active EE | $377 | $4,643-91.9% | $4,319-91.3% | $6,688-94.4% |
| Admin fee / account holder | $496 | $8,415-94.1% | $7,386-93.3% | $13,397-96.3% |