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 | $64,387 | $162,781-60.4% | $133,956-51.9% | $158,922-59.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -16.70% | 41.94%-58.6pp | 45.09%-61.8pp | 302.83%-319.5pp |
| Employer contribution / active EE | $916 | $4,975-81.6% | $3,919-76.6% | $4,761-80.8% |
| Participant deferral / active EE | $656 | $5,911-88.9% | $5,048-87.0% | $5,982-89.0% |
| Admin fee / account holder | $2,370 | $11,736-79.8% | $8,927-73.4% | $11,246-78.9% |