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 10-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 | $33,770 | $102,966-67.2% | $90,281-62.6% | $152,861-77.9% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 9.20% | 95.16%-86.0pp | 78.10%-68.9pp | 345.32%-336.1pp |
| Employer contribution / active EE | $46 | $3,139-98.5% | $2,854-98.4% | $4,762-99.0% |
| Participant deferral / active EE | $544 | $4,281-87.3% | $3,885-86.0% | $5,850-90.7% |
| Admin fee / account holder | $30,802 | $6,171+399.2% | $5,351+475.6% | $11,596+165.6% |