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 | $213,957 | $99,640+114.7% | $86,436+147.5% | $134,475+59.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.46% | 6782.58%-6805.0pp | 4394.89%-4417.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,839 | $7,246-74.6% | $6,952-73.5% | $6,400-71.3% |
| Admin fee / account holder | $9,829 | $8,371+17.4% | $6,731+46.0% | $11,426-14.0% |