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 | $142,791 | $171,865-16.9% | $149,718-4.6% | $147,584-3.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 9.09% | 2113.22%-2104.1pp | 1501.63%-1492.5pp | 578.55%-569.5pp |
| Employer contribution / active EE | $841 | $6,275-86.6% | $5,445-84.6% | $4,876-82.8% |
| Participant deferral / active EE | $841 | $7,271-88.4% | $6,569-87.2% | $5,439-84.5% |
| Admin fee / account holder | $22,193 | $13,799+60.8% | $11,283+96.7% | $10,885+103.9% |