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 8-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 | $8,862 | $95,266-90.7% | $82,389-89.2% | $142,382-93.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 2.33% | 25.74%-23.4pp | 28.67%-26.3pp | 217.08%-214.7pp |
| Employer contribution / active EE | $119 | $2,991-96.0% | $2,517-95.3% | $4,299-97.2% |
| Participant deferral / active EE | $496 | $4,809-89.7% | $4,155-88.1% | $6,507-92.4% |
| Admin fee / account holder | $2,337 | $8,563-72.7% | $7,231-67.7% | $12,624-81.5% |