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 | $77,007 | $78,422-1.8% | $95,952-19.7% | $79,858-3.6% |
| Participation rate | 91.5% | 73.5%+18.0pp | 77.1%+14.5pp | 69.6%+21.9pp |
| Annual return | -5.95% | 19.37%-25.3pp | 91.61%-97.6pp | 31.71%-37.7pp |
| Employer contribution / active EE | $14 | $1,945-99.3% | $2,541-99.4% | $2,471-99.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,292 | $5,622-59.2% | $6,795-66.3% | $5,306-56.8% |