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 | $17,074 | $59,839-71.5% | $81,983-79.2% | $79,858-78.6% |
| Participation rate | 90.7% | 61.6%+29.1pp | 69.2%+21.4pp | 69.6%+21.1pp |
| Annual return | -3.10% | 17.56%-20.7pp | 41.31%-44.4pp | 31.71%-34.8pp |
| Employer contribution / active EE | $116 | $1,713-93.2% | $2,498-95.4% | $2,471-95.3% |
| Participant deferral / active EE | $195 | $2,695-92.8% | $3,722-94.8% | $3,740-94.8% |
| Admin fee / account holder | $3,277 | $4,287-23.6% | $5,664-42.1% | $5,306-38.2% |