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 | $25,279 | $77,634-67.4% | $156,549-83.9% | $62,891-59.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.03% | 50.32%-50.4pp | 32.23%-32.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $149 | $3,444-95.7% | $5,501-97.3% | $2,281-93.5% |
| Participant deferral / active EE | $692 | $3,045-77.3% | $4,871-85.8% | $3,203-78.4% |
| Admin fee / account holder | $1,498 | $5,561-73.1% | $13,027-88.5% | $4,296-65.1% |