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 | $81,008 | $131,829-38.6% | $108,579-25.4% | $273,961-70.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.82% | -91.57%+88.7pp | -51.70%+48.9pp | 41.45%-44.3pp |
| Employer contribution / active EE | $416 | $4,912-91.5% | $3,758-88.9% | $4,869-91.5% |
| Participant deferral / active EE | $1,106 | $5,127-78.4% | $4,311-74.3% | $5,287-79.1% |
| Admin fee / account holder | $6,505 | $10,252-36.5% | $7,645-14.9% | $10,132-35.8% |