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 | $34,623 | $107,334-67.7% | $92,893-62.7% | $152,861-77.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.17% | 145.58%-145.4pp | 109.41%-109.2pp | 345.32%-345.2pp |
| Employer contribution / active EE | $174 | $4,221-95.9% | $3,653-95.3% | $4,762-96.4% |
| Participant deferral / active EE | $400 | $4,845-91.7% | $4,236-90.6% | $5,850-93.2% |
| Admin fee / account holder | $108,014 | $7,079+1425.8% | $5,794+1764.3% | $11,596+831.4% |