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 4-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 | $7,061 | $99,921-92.9% | $85,009-91.7% | $145,959-95.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -18.53% | 83.89%-102.4pp | 66.47%-85.0pp | 561.95%-580.5pp |
| Employer contribution / active EE | $191 | $3,233-94.1% | $2,728-93.0% | $4,661-95.9% |
| Participant deferral / active EE | $405 | $5,293-92.3% | $4,522-91.0% | $6,689-93.9% |
| Admin fee / account holder | $2,214 | $7,252-69.5% | $6,153-64.0% | $13,398-83.5% |