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 | $44,452 | $89,355-50.3% | $141,162-68.5% | $72,985-39.1% |
| Participation rate | 73.8% | 75.1%-1.3pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 17.65% | 111.85%-94.2pp | 71.39%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $506 | $3,114-83.7% | $4,735-89.3% | $2,440-79.2% |
| Participant deferral / active EE | $1,737 | $5,418-67.9% | $6,709-74.1% | $3,607-51.9% |
| Admin fee / account holder | $9,527 | $5,958+59.9% | $10,261-7.2% | $5,124+85.9% |