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 9-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 | $41,297 | $111,814-63.1% | $103,374-60.1% | $145,959-71.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -22.30% | 24.77%-47.1pp | 24.89%-47.2pp | 561.95%-584.2pp |
| Employer contribution / active EE | $459 | $4,214-89.1% | $3,869-88.1% | $4,661-90.1% |
| Participant deferral / active EE | $867 | $5,618-84.6% | $5,058-82.9% | $6,689-87.0% |
| Admin fee / account holder | $484 | $9,754-95.0% | $8,394-94.2% | $13,398-96.4% |