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 6-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 | $31,241 | $183,519-83.0% | $155,509-79.9% | $145,922-78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.41% | 61.17%-58.8pp | 64.67%-62.3pp | 561.29%-558.9pp |
| Employer contribution / active EE | $698 | $5,313-86.9% | $4,672-85.1% | $4,660-85.0% |
| Participant deferral / active EE | $698 | $6,462-89.2% | $5,626-87.6% | $6,688-89.6% |
| Admin fee / account holder | $29,002 | $19,313+50.2% | $15,912+82.3% | $13,397+116.5% |