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 | $7,957 | $95,266-91.6% | $82,389-90.3% | $142,382-94.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 2.33% | 25.74%-23.4pp | 28.67%-26.3pp | 217.08%-214.7pp |
| Employer contribution / active EE | $168 | $2,991-94.4% | $2,517-93.3% | $4,299-96.1% |
| Participant deferral / active EE | $368 | $4,809-92.4% | $4,155-91.1% | $6,507-94.3% |
| Admin fee / account holder | $12,480 | $8,563+45.7% | $7,231+72.6% | $12,624-1.1% |