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 | $114,984 | $150,440-23.6% | $136,294-15.6% | $147,584-22.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.35% | 1049.08%-1041.7pp | 5155.94%-5148.6pp | 578.55%-571.2pp |
| Employer contribution / active EE | $86 | $5,256-98.4% | $4,695-98.2% | $4,876-98.2% |
| Participant deferral / active EE | $432 | $6,630-93.5% | $6,247-93.1% | $5,439-92.1% |
| Admin fee / account holder | $3,411 | $10,905-68.7% | $9,243-63.1% | $10,885-68.7% |