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 | $46,335 | $111,814-58.6% | $103,374-55.2% | $145,959-68.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -40.60% | 24.77%-65.4pp | 24.89%-65.5pp | 561.95%-602.5pp |
| Employer contribution / active EE | $349 | $4,214-91.7% | $3,869-91.0% | $4,661-92.5% |
| Participant deferral / active EE | $250 | $5,618-95.6% | $5,058-95.1% | $6,689-96.3% |
| Admin fee / account holder | $26,882 | $9,754+175.6% | $8,394+220.3% | $13,398+100.6% |