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 | $7,693 | $74,888-89.7% | $71,209-89.2% | $142,382-94.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.78% | 345.14%-332.4pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $326 | $2,854-88.6% | $2,721-88.0% | $4,299-92.4% |
| Participant deferral / active EE | $326 | $4,454-92.7% | $4,175-92.2% | $6,507-95.0% |
| Admin fee / account holder | $4,116 | $5,568-26.1% | $5,349-23.0% | $12,624-67.4% |