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 | $197,503 | $106,115+86.1% | $85,969+129.7% | $125,391+57.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -6.85% | 13.93%-20.8pp | 9.32%-16.2pp | 282.22%-289.1pp |
| Employer contribution / active EE | $104 | $4,537-97.7% | $3,474-97.0% | $4,866-97.9% |
| Participant deferral / active EE | $15 | $4,859-99.7% | $3,829-99.6% | $5,352-99.7% |
| Admin fee / account holder | $2,508 | $8,144-69.2% | $6,053-58.6% | $9,540-73.7% |