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 | $72,632 | $180,749-59.8% | $160,784-54.8% | $137,256-47.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.49% | 2234.46%-2225.0pp | 1803.92%-1794.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $58 | $4,155-98.6% | $3,733-98.4% | $4,156-98.6% |
| Participant deferral / active EE | $73 | $6,844-98.9% | $6,293-98.8% | $6,407-98.9% |
| Admin fee / account holder | $53,084 | $10,397+410.6% | $9,717+446.3% | $12,270+332.6% |