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 | $108,956 | $95,416+14.2% | $185,823-41.4% | $85,850+26.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.69% | 23.59%-12.9pp | 122.05%-111.4pp | 318.53%-307.8pp |
| Employer contribution / active EE | $68 | $3,314-98.0% | $5,167-98.7% | $2,565-97.4% |
| Participant deferral / active EE | $180 | $3,423-94.7% | $5,568-96.8% | $3,952-95.4% |
| Admin fee / account holder | $3,712 | $7,213-48.5% | $16,237-77.1% | $6,260-40.7% |