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 | $172,111-92.1% | $150,298-91.0% | $137,256-90.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -34.52% | 69.37%-103.9pp | 62.79%-97.3pp | 220.34%-254.9pp |
| Employer contribution / active EE | $18 | $4,636-99.6% | $4,154-99.6% | $4,156-99.6% |
| Participant deferral / active EE | $30 | $6,166-99.5% | $5,453-99.4% | $6,407-99.5% |
| Admin fee / account holder | $9,425 | $16,471-42.8% | $14,116-33.2% | $12,270-23.2% |