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 | $94,080 | $117,859-20.2% | $102,438-8.2% | $145,959-35.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 7.89% | 31.72%-23.8pp | 29.37%-21.5pp | 561.95%-554.1pp |
| Employer contribution / active EE | $416 | $3,615-88.5% | $3,024-86.2% | $4,661-91.1% |
| Participant deferral / active EE | $416 | $5,732-92.7% | $5,054-91.8% | $6,689-93.8% |
| Admin fee / account holder | $1,264 | $13,318-90.5% | $9,448-86.6% | $13,398-90.6% |