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 | $35,134 | $185,822-81.1% | $169,993-79.3% | $139,434-74.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 9.24% | 60.50%-51.3pp | 53.37%-44.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,413 | $7,590-81.4% | $6,785-79.2% | $4,751-70.3% |
| Participant deferral / active EE | $1,963 | $11,622-83.1% | $10,408-81.1% | $6,710-70.7% |
| Admin fee / account holder | $8,444 | $15,381-45.1% | $12,815-34.1% | $11,403-25.9% |