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 | $37,553 | $56,199-33.2% | $67,652-44.5% | $59,632-37.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.74% | 18505.31%-18508.0pp | 6625.04%-6627.8pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $135 | $1,614-91.6% | $2,266-94.0% | $2,203-93.9% |
| Participant deferral / active EE | $936 | $2,844-67.1% | $3,560-73.7% | $3,192-70.7% |
| Admin fee / account holder | $4,266 | $3,958+7.8% | $4,821-11.5% | $4,297-0.7% |