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 | $102,071 | $161,352-36.7% | $134,172-23.9% | $137,256-25.6% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.5%+16.4pp | 80.0%+8.9pp |
| Annual return | 7.83% | 28.72%-20.9pp | 25.30%-17.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $667 | $4,099-83.7% | $3,420-80.5% | $4,156-83.9% |
| Participant deferral / active EE | $827 | $5,552-85.1% | $4,690-82.4% | $6,407-87.1% |
| Admin fee / account holder | $1,745 | $15,028-88.4% | $12,016-85.5% | $12,270-85.8% |