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 | $100,128 | $175,202-42.8% | $149,673-33.1% | $139,434-28.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -4.12% | 166.71%-170.8pp | 134.42%-138.5pp | 372.94%-377.1pp |
| Employer contribution / active EE | $247 | $5,474-95.5% | $4,818-94.9% | $4,751-94.8% |
| Participant deferral / active EE | $493 | $6,519-92.4% | $5,680-91.3% | $6,710-92.7% |
| Admin fee / account holder | $6,233 | $16,150-61.4% | $13,210-52.8% | $11,403-45.3% |