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 | $97,125+113.8% | $86,233+140.8% | $137,256+51.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -3.68% | 74.19%-77.9pp | 61.39%-65.1pp | 220.34%-224.0pp |
| Employer contribution / active EE | $180 | $2,841-93.7% | $2,504-92.8% | $4,156-95.7% |
| Participant deferral / active EE | $180 | $5,180-96.5% | $4,559-96.1% | $6,407-97.2% |
| Admin fee / account holder | $51,030 | $9,725+424.8% | $8,342+511.7% | $12,270+315.9% |