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 8-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 | $13,545 | $177,572-92.4% | $154,803-91.2% | $142,382-90.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -34.52% | 65.07%-99.6pp | 58.88%-93.4pp | 217.08%-251.6pp |
| Employer contribution / active EE | $18 | $4,810-99.6% | $4,305-99.6% | $4,299-99.6% |
| Participant deferral / active EE | $30 | $6,272-99.5% | $5,540-99.5% | $6,507-99.5% |
| Admin fee / account holder | $9,425 | $16,786-43.9% | $14,329-34.2% | $12,624-25.3% |