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 | $49,919 | $138,065-63.8% | $123,544-59.6% | $135,375-63.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.29% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $876 | $5,151-83.0% | $4,628-81.1% | $4,779-81.7% |
| Participant deferral / active EE | $1,797 | $6,799-73.6% | $6,426-72.0% | $5,609-68.0% |
| Admin fee / account holder | $2,528 | $10,916-76.8% | $9,284-72.8% | $10,827-76.7% |