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 | $97,801 | $138,044-29.2% | $125,339-22.0% | $134,475-27.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.99% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $760 | $5,243-85.5% | $4,814-84.2% | $4,740-84.0% |
| Participant deferral / active EE | $1,666 | $7,799-78.6% | $7,446-77.6% | $6,400-74.0% |
| Admin fee / account holder | $1,105 | $11,571-90.5% | $10,010-89.0% | $11,426-90.3% |