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 | $35,980 | $185,822-80.6% | $169,993-78.8% | $139,434-74.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.86% | 60.50%-54.6pp | 53.37%-47.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $271 | $7,590-96.4% | $6,785-96.0% | $4,751-94.3% |
| Participant deferral / active EE | $1,751 | $11,622-84.9% | $10,408-83.2% | $6,710-73.9% |
| Admin fee / account holder | $242,310 | $15,381+1475.4% | $12,815+1790.8% | $11,403+2025.1% |