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 | $20,405 | $94,752-78.5% | $112,887-81.9% | $139,434-85.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.58% | 40.88%-33.3pp | 34.10%-26.5pp | 372.94%-365.4pp |
| Employer contribution / active EE | $896 | $4,625-80.6% | $4,563-80.4% | $4,751-81.1% |
| Participant deferral / active EE | $896 | $6,512-86.2% | $6,513-86.3% | $6,710-86.7% |
| Admin fee / account holder | $328 | $8,527-96.2% | $7,047-95.3% | $11,403-97.1% |