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 | $72,422 | $198,466-63.5% | $170,442-57.5% | $147,584-50.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -5.32% | 257.29%-262.6pp | 205.93%-211.3pp | 578.55%-583.9pp |
| Employer contribution / active EE | $764 | $6,184-87.7% | $5,433-85.9% | $4,876-84.3% |
| Participant deferral / active EE | $764 | $5,629-86.4% | $4,939-84.5% | $5,439-86.0% |
| Admin fee / account holder | $12,579 | $16,852-25.4% | $13,880-9.4% | $10,885+15.6% |