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 | $31,543 | $81,947-61.5% | $105,387-70.1% | $72,985-56.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.36% | 42.90%-40.5pp | 26.82%-24.5pp | 81.00%-78.6pp |
| Employer contribution / active EE | $833 | $3,468-76.0% | $4,213-80.2% | $2,440-65.8% |
| Participant deferral / active EE | $576 | $4,494-87.2% | $5,502-89.5% | $3,607-84.0% |
| Admin fee / account holder | $4,214 | $6,258-32.7% | $6,559-35.8% | $5,124-17.8% |