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 | $20,128 | $210,648-90.4% | $177,989-88.7% | $145,922-86.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.88% | 385.86%-386.7pp | 294.48%-295.4pp | 561.29%-562.2pp |
| Employer contribution / active EE | $81 | $4,565-98.2% | $3,949-97.9% | $4,660-98.3% |
| Participant deferral / active EE | $102 | $6,958-98.5% | $6,276-98.4% | $6,688-98.5% |
| Admin fee / account holder | $2,659 | $12,013-77.9% | $10,363-74.3% | $13,397-80.2% |