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 | $31,552 | $202,318-84.4% | $172,739-81.7% | $152,861-79.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | -0.08% | 1029.65%-1029.7pp | 802.84%-802.9pp | 345.32%-345.4pp |
| Employer contribution / active EE | $545 | $5,856-90.7% | $5,143-89.4% | $4,762-88.5% |
| Participant deferral / active EE | $1,859 | $5,948-68.7% | $5,198-64.2% | $5,850-68.2% |
| Admin fee / account holder | $144,178 | $17,109+742.7% | $13,954+933.2% | $11,596+1143.3% |