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 5-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 | $24,945 | $167,484-85.1% | $151,611-83.5% | $134,475-81.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.03% | 7.80%-33.8pp | 3.33%-29.4pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,314 | $6,829-80.8% | $6,166-78.7% | $4,740-72.3% |
| Participant deferral / active EE | $827 | $8,986-90.8% | $8,363-90.1% | $6,400-87.1% |
| Admin fee / account holder | $429 | $13,783-96.9% | $11,616-96.3% | $11,426-96.2% |