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 | $24,281 | $69,515-65.1% | $86,874-72.1% | $85,850-71.7% |
| Participation rate | 92.1% | 66.3%+25.8pp | 71.6%+20.5pp | 69.3%+22.8pp |
| Annual return | 9.59% | 20.12%-10.5pp | 63.52%-53.9pp | 318.53%-308.9pp |
| Employer contribution / active EE | $158 | $1,880-91.6% | $2,495-93.7% | $2,565-93.8% |
| Participant deferral / active EE | $615 | $2,919-78.9% | $3,699-83.4% | $3,952-84.4% |
| Admin fee / account holder | $1,601 | $5,972-73.2% | $5,828-72.5% | $6,260-74.4% |