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 | $36,939 | $165,984-77.7% | $164,813-77.6% | $145,922-74.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.59% | 100.03%-95.4pp | 69.93%-65.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $60 | $5,273-98.9% | $4,341-98.6% | $4,660-98.7% |
| Participant deferral / active EE | $60 | $6,959-99.1% | $6,031-99.0% | $6,688-99.1% |
| Admin fee / account holder | $18,374 | $16,648+10.4% | $12,690+44.8% | $13,397+37.1% |