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 | $31,382 | $201,272-84.4% | $184,203-83.0% | $145,922-78.5% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.3pp | 80.3%-3.8pp |
| Annual return | 7.26% | 29.00%-21.7pp | 28.81%-21.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,020 | $9,806-89.6% | $9,131-88.8% | $6,688-84.7% |
| Admin fee / account holder | $6,038 | $16,364-63.1% | $13,901-56.6% | $13,397-54.9% |