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 | $134,184 | $150,440-10.8% | $136,294-1.5% | $147,584-9.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -7.49% | 1049.08%-1056.6pp | 5155.94%-5163.4pp | 578.55%-586.0pp |
| Employer contribution / active EE | $370 | $5,256-93.0% | $4,695-92.1% | $4,876-92.4% |
| Participant deferral / active EE | $1,800 | $6,630-72.9% | $6,247-71.2% | $5,439-66.9% |
| Admin fee / account holder | $1,995 | $10,905-81.7% | $9,243-78.4% | $10,885-81.7% |