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 | $27,178 | $115,770-76.5% | $101,248-73.2% | $158,922-82.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.85% | 56.14%-55.3pp | 46.47%-45.6pp | 302.83%-302.0pp |
| Employer contribution / active EE | $714 | $4,175-82.9% | $3,660-80.5% | $4,761-85.0% |
| Participant deferral / active EE | $714 | $4,957-85.6% | $4,370-83.7% | $5,982-88.1% |
| Admin fee / account holder | $4,013 | $7,245-44.6% | $5,945-32.5% | $11,246-64.3% |