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 | $129,884 | $362,131-64.1% | $285,549-54.5% | $357,791-63.7% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | -20.40% | 5.08%-25.5pp | 7.15%-27.6pp | 396.79%-417.2pp |
| Employer contribution / active EE | $888 | $5,952-85.1% | $5,022-82.3% | $7,508-88.2% |
| Participant deferral / active EE | $1,203 | $5,478-78.0% | $4,549-73.6% | $5,521-78.2% |
| Admin fee / account holder | $23,632 | $16,774+40.9% | $13,934+69.6% | $28,387-16.8% |