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 | $118,966 | $150,440-20.9% | $136,294-12.7% | $147,584-19.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 7.15% | 1049.08%-1041.9pp | 5155.94%-5148.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $148 | $5,256-97.2% | $4,695-96.9% | $4,876-97.0% |
| Participant deferral / active EE | $1,123 | $6,630-83.1% | $6,247-82.0% | $5,439-79.3% |
| Admin fee / account holder | $78,641 | $10,905+621.1% | $9,243+750.8% | $10,885+622.5% |