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 | $20,836 | $105,860-80.3% | $90,749-77.0% | $134,475-84.5% |
| Participation rate | 78.9% | 78.2%+0.7pp | 75.7%+3.3pp | 81.2%-2.3pp |
| Annual return | -24.62% | -11.01%-13.6pp | -12.16%-12.5pp | 417.96%-442.6pp |
| Employer contribution / active EE | $394 | $3,462-88.6% | $2,921-86.5% | $4,740-91.7% |
| Participant deferral / active EE | $1,226 | $5,216-76.5% | $4,564-73.1% | $6,400-80.8% |
| Admin fee / account holder | $1,547 | $13,938-88.9% | $8,445-81.7% | $11,426-86.5% |