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 4-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 | $9,288 | $111,535-91.7% | $105,223-91.2% | $137,256-93.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -5.60% | 237.85%-243.5pp | 180.65%-186.3pp | 220.34%-225.9pp |
| Employer contribution / active EE | $107 | $3,939-97.3% | $3,689-97.1% | $4,156-97.4% |
| Participant deferral / active EE | $158 | $5,500-97.1% | $5,072-96.9% | $6,407-97.5% |
| Admin fee / account holder | $8,021 | $9,721-17.5% | $8,859-9.5% | $12,270-34.6% |