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 | $157,465 | $202,432-22.2% | $169,368-7.0% | $139,434+12.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -1.66% | 531.74%-533.4pp | 405.60%-407.3pp | 372.94%-374.6pp |
| Employer contribution / active EE | $420 | $4,692-91.0% | $4,013-89.5% | $4,751-91.2% |
| Participant deferral / active EE | $420 | $6,938-93.9% | $6,221-93.2% | $6,710-93.7% |
| Admin fee / account holder | $11,554 | $10,708+7.9% | $9,003+28.3% | $11,403+1.3% |