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 | $16,943 | $47,848-64.6% | $81,478-79.2% | $70,131-75.8% |
| Participation rate | 73.1% | 58.3%+14.8pp | 68.0%+5.1pp | 69.5%+3.5pp |
| Annual return | 11.78% | 27.25%-15.5pp | 38.78%-27.0pp | 73.14%-61.4pp |
| Employer contribution / active EE | $51 | $1,527-96.7% | $2,568-98.0% | $2,342-97.8% |
| Participant deferral / active EE | $639 | $2,453-73.9% | $3,537-81.9% | $3,332-80.8% |
| Admin fee / account holder | $12,424 | $3,145+295.1% | $4,561+172.4% | $4,645+167.5% |