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 | $138,644 | $99,652+39.1% | $78,778+76.0% | $147,584-6.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.49% | 47.28%-44.8pp | 35.62%-33.1pp | 578.55%-576.1pp |
| Employer contribution / active EE | $208 | $2,796-92.6% | $1,986-89.5% | $4,876-95.7% |
| Participant deferral / active EE | $65 | $3,664-98.2% | $2,958-97.8% | $5,439-98.8% |
| Admin fee / account holder | $5,615 | $7,155-21.5% | $5,134+9.4% | $10,885-48.4% |