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 | $218,299 | $180,449+21.0% | $154,107+41.7% | $135,375+61.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.58% | 888.09%-900.7pp | 735.12%-747.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $813 | $6,035-86.5% | $5,298-84.7% | $4,779-83.0% |
| Participant deferral / active EE | $1,130 | $5,806-80.5% | $5,081-77.8% | $5,609-79.9% |
| Admin fee / account holder | $2,832 | $16,143-82.5% | $13,411-78.9% | $10,827-73.8% |