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 | $64,815 | $165,335-60.8% | $149,696-56.7% | $158,922-59.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 3.86% | 348.15%-344.3pp | 276.60%-272.7pp | 302.83%-299.0pp |
| Employer contribution / active EE | $530 | $5,103-89.6% | $4,644-88.6% | $4,761-88.9% |
| Participant deferral / active EE | $600 | $7,181-91.6% | $6,842-91.2% | $5,982-90.0% |
| Admin fee / account holder | $3,109 | $10,807-71.2% | $9,309-66.6% | $11,246-72.4% |