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 3-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 | $17,539 | $72,396-75.8% | $67,511-74.0% | $145,959-88.0% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 4.66% | 7194.07%-7189.4pp | 3517.41%-3512.7pp | 561.95%-557.3pp |
| Employer contribution / active EE | $152 | $3,071-95.1% | $2,733-94.4% | $4,661-96.7% |
| Participant deferral / active EE | $210 | $4,781-95.6% | $4,000-94.8% | $6,689-96.9% |
| Admin fee / account holder | $639 | $5,538-88.5% | $3,999-84.0% | $13,398-95.2% |