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 | $43,769 | $138,044-68.3% | $125,339-65.1% | $134,475-67.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -41.03% | 750.33%-791.4pp | 572.05%-613.1pp | 417.96%-459.0pp |
| Employer contribution / active EE | $56 | $5,243-98.9% | $4,814-98.8% | $4,740-98.8% |
| Participant deferral / active EE | $127 | $7,799-98.4% | $7,446-98.3% | $6,400-98.0% |
| Admin fee / account holder | $3,751 | $11,571-67.6% | $10,010-62.5% | $11,426-67.2% |