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 6-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 | $17,554 | $117,983-85.1% | $101,794-82.8% | $142,382-87.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.50% | 36.92%-28.4pp | 30.53%-22.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $26 | $2,773-99.1% | $2,289-98.9% | $4,299-99.4% |
| Participant deferral / active EE | $648 | $4,714-86.3% | $4,084-84.1% | $6,507-90.0% |
| Admin fee / account holder | $994 | $10,433-90.5% | $8,777-88.7% | $12,624-92.1% |