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 | $140,406 | $150,440-6.7% | $136,294+3.0% | $147,584-4.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 5.63% | 1049.08%-1043.5pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $403 | $5,256-92.3% | $4,695-91.4% | $4,876-91.7% |
| Participant deferral / active EE | $1,980 | $6,630-70.1% | $6,247-68.3% | $5,439-63.6% |
| Admin fee / account holder | $21,060 | $10,905+93.1% | $9,243+127.8% | $10,885+93.5% |