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 | $33,253 | $159,901-79.2% | $146,958-77.4% | $145,922-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.23% | 98.13%-93.9pp | 418.34%-414.1pp | 561.29%-557.1pp |
| Employer contribution / active EE | $107 | $5,286-98.0% | $4,933-97.8% | $4,660-97.7% |
| Participant deferral / active EE | $1,606 | $8,428-80.9% | $8,070-80.1% | $6,688-76.0% |
| Admin fee / account holder | $12,453 | $15,044-17.2% | $12,998-4.2% | $13,397-7.0% |