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 | $103,517 | $209,411-50.6% | $178,490-42.0% | $158,922-34.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -28.40% | 188.75%-217.2pp | 151.07%-179.5pp | 302.83%-331.2pp |
| Employer contribution / active EE | $1,098 | $5,706-80.8% | $5,011-78.1% | $4,761-76.9% |
| Participant deferral / active EE | $1,928 | $5,954-67.6% | $5,202-62.9% | $5,982-67.8% |
| Admin fee / account holder | $320 | $17,074-98.1% | $13,984-97.7% | $11,246-97.2% |