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 | $46,891 | $160,055-70.7% | $140,016-66.5% | $135,375-65.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -18.54% | 911.38%-929.9pp | 651.12%-669.7pp | 519.73%-538.3pp |
| Employer contribution / active EE | $1,052 | $6,420-83.6% | $5,606-81.2% | $4,779-78.0% |
| Participant deferral / active EE | $2,321 | $7,642-69.6% | $6,927-66.5% | $5,609-58.6% |
| Admin fee / account holder | $5,643 | $13,328-57.7% | $10,705-47.3% | $10,827-47.9% |