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 | $93,818 | $202,318-53.6% | $172,739-45.7% | $152,861-38.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 10.12% | 1029.65%-1019.5pp | 802.84%-792.7pp | 345.32%-335.2pp |
| Employer contribution / active EE | $1,149 | $5,856-80.4% | $5,143-77.7% | $4,762-75.9% |
| Participant deferral / active EE | $1,809 | $5,948-69.6% | $5,198-65.2% | $5,850-69.1% |
| Admin fee / account holder | $741 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |