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 | $61,804 | $172,111-64.1% | $150,298-58.9% | $137,256-55.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.58% | 69.37%-64.8pp | 62.79%-58.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $81 | $4,636-98.3% | $4,154-98.1% | $4,156-98.1% |
| Participant deferral / active EE | $99 | $6,166-98.4% | $5,453-98.2% | $6,407-98.5% |
| Admin fee / account holder | $83,381 | $16,471+406.2% | $14,116+490.7% | $12,270+579.5% |