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 | $32,354 | $167,307-80.7% | $143,757-77.5% | $134,475-75.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.32% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,139 | $5,619-79.7% | $4,951-77.0% | $4,740-76.0% |
| Participant deferral / active EE | $1,875 | $6,446-70.9% | $5,637-66.7% | $6,400-70.7% |
| Admin fee / account holder | $2,012 | $18,088-88.9% | $14,673-86.3% | $11,426-82.4% |