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 | $117,468 | $185,822-36.8% | $169,993-30.9% | $139,434-15.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.98% | 60.50%-63.5pp | 53.37%-56.4pp | 372.94%-375.9pp |
| Employer contribution / active EE | $260 | $7,590-96.6% | $6,785-96.2% | $4,751-94.5% |
| Participant deferral / active EE | $520 | $11,622-95.5% | $10,408-95.0% | $6,710-92.3% |
| Admin fee / account holder | $120,239 | $15,381+681.8% | $12,815+838.3% | $11,403+954.5% |