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 | $25,998 | $167,484-84.5% | $151,611-82.9% | $134,475-80.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -26.59% | 7.80%-34.4pp | 3.33%-29.9pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,196 | $6,829-82.5% | $6,166-80.6% | $4,740-74.8% |
| Participant deferral / active EE | $2,691 | $8,986-70.1% | $8,363-67.8% | $6,400-58.0% |
| Admin fee / account holder | $382 | $13,783-97.2% | $11,616-96.7% | $11,426-96.7% |