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 | $40,994 | $202,318-79.7% | $172,739-76.3% | $152,861-73.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.52% | 1029.65%-1031.2pp | 802.84%-804.4pp | 345.32%-346.8pp |
| Employer contribution / active EE | $882 | $5,856-84.9% | $5,143-82.8% | $4,762-81.5% |
| Participant deferral / active EE | $512 | $5,948-91.4% | $5,198-90.1% | $5,850-91.2% |
| Admin fee / account holder | $3,200 | $17,109-81.3% | $13,954-77.1% | $11,596-72.4% |