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 | $59,042 | $180,449-67.3% | $154,107-61.7% | $135,375-56.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.11% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,060 | $6,035-82.4% | $5,298-80.0% | $4,779-77.8% |
| Participant deferral / active EE | $171 | $5,806-97.0% | $5,081-96.6% | $5,609-96.9% |
| Admin fee / account holder | $871 | $16,143-94.6% | $13,411-93.5% | $10,827-92.0% |