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 | $19,481 | $105,860-81.6% | $90,749-78.5% | $134,475-85.5% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -25.35% | -11.01%-14.3pp | -12.16%-13.2pp | 417.96%-443.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $959 | $5,216-81.6% | $4,564-79.0% | $6,400-85.0% |
| Admin fee / account holder | $7,081 | $13,938-49.2% | $8,445-16.2% | $11,426-38.0% |