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 | $38,554 | $98,750-61.0% | $149,696-74.2% | $79,858-51.7% |
| Participation rate | 76.7% | 75.8%+1.0pp | 82.5%-5.7pp | 69.6%+7.1pp |
| Annual return | 12.11% | 27.43%-15.3pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $168 | $3,216-94.8% | $4,644-96.4% | $2,471-93.2% |
| Participant deferral / active EE | $1,204 | $5,680-78.8% | $6,842-82.4% | $3,740-67.8% |
| Admin fee / account holder | $9,581 | $6,053+58.3% | $9,309+2.9% | $5,306+80.6% |