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 | $197,913 | $165,984+19.2% | $164,813+20.1% | $145,922+35.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.84% | 100.03%-94.2pp | 69.93%-64.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $661 | $5,273-87.5% | $4,341-84.8% | $4,660-85.8% |
| Participant deferral / active EE | $659 | $6,959-90.5% | $6,031-89.1% | $6,688-90.1% |
| Admin fee / account holder | $2,554 | $16,648-84.7% | $12,690-79.9% | $13,397-80.9% |