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 | $75,138 | $209,411-64.1% | $178,490-57.9% | $158,922-52.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.86% | 188.75%-184.9pp | 151.07%-147.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,036 | $5,706-81.8% | $5,011-79.3% | $4,761-78.2% |
| Participant deferral / active EE | $1,284 | $5,954-78.4% | $5,202-75.3% | $5,982-78.5% |
| Admin fee / account holder | $7,504 | $17,074-56.1% | $13,984-46.3% | $11,246-33.3% |