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 9-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 | $52,738 | $159,901-67.0% | $146,958-64.1% | $145,922-63.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.47% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $396 | $5,286-92.5% | $4,933-92.0% | $4,660-91.5% |
| Participant deferral / active EE | $1,189 | $8,428-85.9% | $8,070-85.3% | $6,688-82.2% |
| Admin fee / account holder | $43,552 | $15,044+189.5% | $12,998+235.1% | $13,397+225.1% |