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 | $38,947 | $107,334-63.7% | $92,893-58.1% | $152,861-74.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | -1.09% | 145.58%-146.7pp | 109.41%-110.5pp | 345.32%-346.4pp |
| Employer contribution / active EE | $224 | $4,221-94.7% | $3,653-93.9% | $4,762-95.3% |
| Participant deferral / active EE | $564 | $4,845-88.4% | $4,236-86.7% | $5,850-90.4% |
| Admin fee / account holder | $11,598 | $7,079+63.8% | $5,794+100.2% | $11,5960% |