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 | $88,149 | $209,832-58.0% | $189,513-53.5% | $167,490-47.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.18% | 748.27%-743.1pp | 555.15%-550.0pp | 478.56%-473.4pp |
| Employer contribution / active EE | $826 | $6,914-88.0% | $6,162-86.6% | $4,837-82.9% |
| Participant deferral / active EE | $1,924 | $8,935-78.5% | $8,221-76.6% | $6,341-69.7% |
| Admin fee / account holder | $6,821 | $14,293-52.3% | $12,045-43.4% | $12,309-44.6% |