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 | $63,847 | $183,963-65.3% | $162,163-60.6% | $152,861-58.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.67% | 150.76%-147.1pp | 115.59%-111.9pp | 345.32%-341.7pp |
| Employer contribution / active EE | $1,108 | $6,371-82.6% | $5,614-80.3% | $4,762-76.7% |
| Participant deferral / active EE | $2,366 | $8,034-70.5% | $7,298-67.6% | $5,850-59.6% |
| Admin fee / account holder | $1,158 | $13,121-91.2% | $10,843-89.3% | $11,596-90.0% |