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 | $20,467 | $87,540-76.6% | $75,781-73.0% | $125,391-83.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.93% | 13.48%-21.4pp | 9.68%-17.6pp | 282.22%-290.2pp |
| Employer contribution / active EE | $5 | $3,930-99.9% | $3,323-99.9% | $4,866-99.9% |
| Participant deferral / active EE | $500 | $4,229-88.2% | $3,651-86.3% | $5,352-90.7% |
| Admin fee / account holder | $5,212 | $6,502-19.8% | $5,299-1.7% | $9,540-45.4% |