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 8-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 | $55,392 | $94,529-41.4% | $140,016-60.4% | $64,186-13.7% |
| Participation rate | 75.6% | 84.1%-8.5pp | 87.5%-11.9pp | 69.6%+6.0pp |
| Annual return | -7.68% | 7.77%-15.5pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,091 | $3,812-71.4% | $5,606-80.5% | $2,381-54.2% |
| Participant deferral / active EE | $2,395 | $5,250-54.4% | $6,927-65.4% | $3,470-31.0% |
| Admin fee / account holder | $3,591 | $6,741-46.7% | $10,705-66.5% | $4,888-26.5% |