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 | $13,812 | $172,111-92.0% | $150,298-90.8% | $137,256-89.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | -0.90% | 69.37%-70.3pp | 62.79%-63.7pp | 220.34%-221.2pp |
| Employer contribution / active EE | $104 | $4,636-97.8% | $4,154-97.5% | $4,156-97.5% |
| Participant deferral / active EE | $280 | $6,166-95.5% | $5,453-94.9% | $6,407-95.6% |
| Admin fee / account holder | $126,796 | $16,471+669.8% | $14,116+798.3% | $12,270+933.4% |