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 | $62,943 | $152,587-58.7% | $125,175-49.7% | $152,861-58.8% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 9.08% | 54.84%-45.8pp | 43.79%-34.7pp | 345.32%-336.2pp |
| Employer contribution / active EE | $849 | $4,946-82.8% | $3,865-78.0% | $4,762-82.2% |
| Participant deferral / active EE | $1,339 | $5,868-77.2% | $4,937-72.9% | $5,850-77.1% |
| Admin fee / account holder | $13,155 | $13,434-2.1% | $9,702+35.6% | $11,596+13.4% |