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 | $21,905 | $96,635-77.3% | $86,612-74.7% | $139,434-84.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.96% | 106.41%-98.5pp | 591.07%-583.1pp | 372.94%-365.0pp |
| Employer contribution / active EE | $271 | $3,263-91.7% | $3,022-91.0% | $4,751-94.3% |
| Participant deferral / active EE | $467 | $4,836-90.4% | $4,438-89.5% | $6,710-93.0% |
| Admin fee / account holder | $17,899 | $6,408+179.3% | $5,614+218.8% | $11,403+57.0% |