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 | $14,182 | $109,327-87.0% | $89,391-84.1% | $158,922-91.1% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 2.33% | 345.68%-343.3pp | 245.62%-243.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $73 | $3,170-97.7% | $2,586-97.2% | $4,761-98.5% |
| Participant deferral / active EE | $810 | $4,598-82.4% | $3,890-79.2% | $5,982-86.5% |
| Admin fee / account holder | $692 | $6,153-88.7% | $4,881-85.8% | $11,246-93.8% |