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 | $65,077 | $202,318-67.8% | $172,739-62.3% | $152,861-57.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.65% | 1029.65%-1031.3pp | 802.84%-804.5pp | 345.32%-347.0pp |
| Employer contribution / active EE | $974 | $5,856-83.4% | $5,143-81.1% | $4,762-79.5% |
| Participant deferral / active EE | $885 | $5,948-85.1% | $5,198-83.0% | $5,850-84.9% |
| Admin fee / account holder | $1,388 | $17,109-91.9% | $13,954-90.1% | $11,596-88.0% |