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 | $78,232 | $171,865-54.5% | $149,718-47.7% | $147,584-47.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 8.81% | 2113.22%-2104.4pp | 1501.63%-1492.8pp | 578.55%-569.7pp |
| Employer contribution / active EE | $482 | $6,275-92.3% | $5,445-91.2% | $4,876-90.1% |
| Participant deferral / active EE | $473 | $7,271-93.5% | $6,569-92.8% | $5,439-91.3% |
| Admin fee / account holder | $40,287 | $13,799+191.9% | $11,283+257.1% | $10,885+270.1% |