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 | $241,603 | $78,520+207.7% | $96,576+150.2% | $82,448+193.0% |
| Participation rate | 81.0% | 77.7%+3.2pp | 81.4%-0.5pp | 68.1%+12.9pp |
| Annual return | 11.42% | 41.30%-29.9pp | 38.47%-27.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,447 | $6,754-78.6% | $7,956-81.8% | $4,139-65.0% |
| Admin fee / account holder | $14,790 | $13,455+9.9% | $11,381+30.0% | $7,234+104.4% |