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 | $57,759 | $72,177-20.0% | $115,037-49.8% | $59,632-3.1% |
| Participation rate | 80.6% | 72.6%+8.0pp | 81.4%-0.8pp | 68.7%+11.9pp |
| Annual return | -4.42% | 12.02%-16.4pp | 26.14%-30.6pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $137 | $2,841-95.2% | $4,608-97.0% | $2,203-93.8% |
| Participant deferral / active EE | $1,682 | $4,783-64.8% | $6,026-72.1% | $3,192-47.3% |
| Admin fee / account holder | $7,453 | $4,927+51.3% | $8,175-8.8% | $4,297+73.5% |