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 | $58,167 | $60,124-3.3% | $90,404-35.7% | $79,858-27.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.78% | 71.94%-71.2pp | 1293.02%-1292.2pp | 31.71%-30.9pp |
| Employer contribution / active EE | $34 | $2,068-98.3% | $3,262-98.9% | $2,471-98.6% |
| Participant deferral / active EE | $93 | $2,938-96.9% | $3,963-97.7% | $3,740-97.5% |
| Admin fee / account holder | $1,296 | $3,976-67.4% | $5,611-76.9% | $5,306-75.6% |