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 | $9,904 | $88,751-88.8% | $81,812-87.9% | $145,922-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.68% | 1025.40%-1017.7pp | 773.79%-766.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $193 | $3,083-93.7% | $2,912-93.4% | $4,660-95.8% |
| Participant deferral / active EE | $200 | $4,643-95.7% | $4,319-95.4% | $6,688-97.0% |
| Admin fee / account holder | $39,959 | $8,415+374.8% | $7,386+441.0% | $13,397+198.3% |