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 | $87,166-90.9% | $76,735-89.6% | $137,256-94.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 2.33% | 26.50%-24.2pp | 29.77%-27.4pp | 220.34%-218.0pp |
| Employer contribution / active EE | $168 | $2,904-94.2% | $2,454-93.2% | $4,156-96.0% |
| Participant deferral / active EE | $368 | $4,726-92.2% | $4,088-91.0% | $6,407-94.3% |
| Admin fee / account holder | $12,480 | $8,403+48.5% | $7,189+73.6% | $12,270+1.7% |