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 5-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 | $71,451 | $102,317-30.2% | $146,958-51.4% | $80,856-11.6% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | -22.66% | 134.76%-157.4pp | 418.34%-441.0pp | 35.59%-58.3pp |
| Employer contribution / active EE | $9 | $3,713-99.8% | $4,933-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $1,201 | $6,644-81.9% | $8,070-85.1% | $4,296-72.0% |
| Admin fee / account holder | $794 | $7,941-90.0% | $12,998-93.9% | $6,918-88.5% |