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 | $171,245 | $209,411-18.2% | $178,490-4.1% | $158,922+7.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.44% | 188.75%-183.3pp | 151.07%-145.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $87 | $5,706-98.5% | $5,011-98.3% | $4,761-98.2% |
| Participant deferral / active EE | $173 | $5,954-97.1% | $5,202-96.7% | $5,982-97.1% |
| Admin fee / account holder | $7,049 | $17,074-58.7% | $13,984-49.6% | $11,246-37.3% |