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 | $120,008 | $180,449-33.5% | $154,107-22.1% | $135,375-11.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.54% | 888.09%-897.6pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,021 | $6,035-83.1% | $5,298-80.7% | $4,779-78.6% |
| Participant deferral / active EE | $1,600 | $5,806-72.4% | $5,081-68.5% | $5,609-71.5% |
| Admin fee / account holder | $4,001 | $16,143-75.2% | $13,411-70.2% | $10,827-63.0% |