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 | $52,008 | $114,381-54.5% | $107,525-51.6% | $142,382-63.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -1.35% | 242.71%-244.1pp | 181.32%-182.7pp | 217.08%-218.4pp |
| Employer contribution / active EE | $449 | $4,015-88.8% | $3,754-88.0% | $4,299-89.5% |
| Participant deferral / active EE | $667 | $5,564-88.0% | $5,116-87.0% | $6,507-89.8% |
| Admin fee / account holder | $3,655 | $9,860-62.9% | $8,919-59.0% | $12,624-71.0% |