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 | $14,910 | $84,233-82.3% | $170,442-91.3% | $70,131-78.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 2.88% | 23.06%-20.2pp | 205.93%-203.0pp | 73.14%-70.3pp |
| Employer contribution / active EE | $61 | $3,387-98.2% | $5,433-98.9% | $2,342-97.4% |
| Participant deferral / active EE | $261 | $3,086-91.5% | $4,939-94.7% | $3,332-92.2% |
| Admin fee / account holder | $11,809 | $5,698+107.3% | $13,880-14.9% | $4,645+154.2% |