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 9-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 | $194,854 | $85,202+128.7% | $172,739+12.8% | $72,985+167.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.82% | 27.32%-24.5pp | 802.84%-800.0pp | 81.00%-78.2pp |
| Employer contribution / active EE | $240 | $3,324-92.8% | $5,143-95.3% | $2,440-90.2% |
| Participant deferral / active EE | $111 | $3,260-96.6% | $5,198-97.9% | $3,607-96.9% |
| Admin fee / account holder | $86,895 | $5,884+1376.8% | $13,954+522.7% | $5,124+1595.7% |