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 | $85,580 | $183,963-53.5% | $162,163-47.2% | $152,861-44.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.24% | 150.76%-138.5pp | 115.59%-103.4pp | 345.32%-333.1pp |
| Employer contribution / active EE | $30 | $6,371-99.5% | $5,614-99.5% | $4,762-99.4% |
| Participant deferral / active EE | $30 | $8,034-99.6% | $7,298-99.6% | $5,850-99.5% |
| Admin fee / account holder | $45,386 | $13,121+245.9% | $10,843+318.6% | $11,596+291.4% |