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 | $81,802 | $180,449-54.7% | $154,107-46.9% | $135,375-39.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.32% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.1pp |
| Employer contribution / active EE | $968 | $6,035-84.0% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $1,204 | $5,806-79.3% | $5,081-76.3% | $5,609-78.5% |
| Admin fee / account holder | $2,886 | $16,143-82.1% | $13,411-78.5% | $10,827-73.3% |