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 | $79,484 | $95,803-17.0% | $113,168-29.8% | $84,808-6.3% |
| Participation rate | 77.2% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.9pp |
| Annual return | 7.58% | 25.00%-17.4pp | 24.27%-16.7pp | 40.90%-33.3pp |
| Employer contribution / active EE | $680 | $2,360-71.2% | $2,975-77.1% | $2,631-74.1% |
| Participant deferral / active EE | $1,616 | $4,242-61.9% | $5,107-68.4% | $4,212-61.6% |
| Admin fee / account holder | $2,865 | $8,989-68.1% | $12,068-76.3% | $7,344-61.0% |