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 | $51,704 | $160,055-67.7% | $140,016-63.1% | $135,375-61.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.35% | 911.38%-921.7pp | 651.12%-661.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,318 | $6,420-79.5% | $5,606-76.5% | $4,779-72.4% |
| Participant deferral / active EE | $2,636 | $7,642-65.5% | $6,927-61.9% | $5,609-53.0% |
| Admin fee / account holder | $6,667 | $13,328-50.0% | $10,705-37.7% | $10,827-38.4% |