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 | $52,040 | $58,512-11.1% | $84,015-38.1% | $72,985-28.7% |
| Participation rate | 94.7% | 61.2%+33.5pp | 69.0%+25.7pp | 69.5%+25.3pp |
| Annual return | 13.00% | 28.93%-15.9pp | 71.31%-58.3pp | 81.00%-68.0pp |
| Employer contribution / active EE | $36 | $1,163-96.9% | $1,983-98.2% | $2,440-98.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,903 | $4,569-58.3% | $6,101-68.8% | $5,124-62.9% |