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 | $207,609 | $100,773+106.0% | $88,946+133.4% | $142,382+45.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -3.68% | 70.18%-73.9pp | 57.82%-61.5pp | 217.08%-220.8pp |
| Employer contribution / active EE | $180 | $2,918-93.8% | $2,555-93.0% | $4,299-95.8% |
| Participant deferral / active EE | $180 | $5,230-96.6% | $4,581-96.1% | $6,507-97.2% |
| Admin fee / account holder | $51,030 | $9,693+426.5% | $8,261+517.7% | $12,624+304.2% |