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 5-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 | $7,789 | $70,756-89.0% | $65,493-88.1% | $142,382-94.5% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 5.94% | 1754.89%-1748.9pp | 982.45%-976.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $453 | $4,637-90.2% | $3,961-88.6% | $6,507-93.0% |
| Admin fee / account holder | $3,682 | $6,559-43.9% | $5,028-26.8% | $12,624-70.8% |