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 | $128,281 | $165,335-22.4% | $149,696-14.3% | $158,922-19.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -10.48% | 348.15%-358.6pp | 276.60%-287.1pp | 302.83%-313.3pp |
| Employer contribution / active EE | $792 | $5,103-84.5% | $4,644-83.0% | $4,761-83.4% |
| Participant deferral / active EE | $974 | $7,181-86.4% | $6,842-85.8% | $5,982-83.7% |
| Admin fee / account holder | $240,747 | $10,807+2127.8% | $9,309+2486.3% | $11,246+2040.8% |