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 | $71,031 | $150,440-52.8% | $136,294-47.9% | $147,584-51.9% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 8.05% | 1049.08%-1041.0pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $259 | $6,630-96.1% | $6,247-95.8% | $5,439-95.2% |
| Admin fee / account holder | $13,522 | $10,905+24.0% | $9,243+46.3% | $10,885+24.2% |