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 | $159,982 | $176,056-9.1% | $159,436+0.3% | $167,490-4.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.52% | 331.75%-331.2pp | 263.57%-263.1pp | 478.56%-478.0pp |
| Employer contribution / active EE | $467 | $5,297-91.2% | $4,829-90.3% | $4,837-90.4% |
| Participant deferral / active EE | $433 | $7,750-94.4% | $7,352-94.1% | $6,341-93.2% |
| Admin fee / account holder | $4,645 | $12,554-63.0% | $10,799-57.0% | $12,309-62.3% |