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 | $99,010 | $198,466-50.1% | $170,442-41.9% | $147,584-32.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | -28.28% | 257.29%-285.6pp | 205.93%-234.2pp | 578.55%-606.8pp |
| Employer contribution / active EE | $1,067 | $6,184-82.7% | $5,433-80.4% | $4,876-78.1% |
| Participant deferral / active EE | $1,162 | $5,629-79.4% | $4,939-76.5% | $5,439-78.6% |
| Admin fee / account holder | $13,351 | $16,852-20.8% | $13,880-3.8% | $10,885+22.7% |