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 | $99,373 | $57,828+71.8% | $117,039-15.1% | $70,131+41.7% |
| Participation rate | 76.5% | 67.1%+9.4pp | 77.2%-0.7pp | 69.5%+6.9pp |
| Annual return | 11.42% | 17.55%-6.1pp | 18.95%-7.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $708 | $2,438-71.0% | $3,929-82.0% | $3,332-78.8% |
| Admin fee / account holder | $2,194 | $3,548-38.2% | $5,974-63.3% | $4,645-52.8% |