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 | $62,661 | $177,572-64.7% | $154,803-59.5% | $142,382-56.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.44% | 65.07%-63.6pp | 58.88%-57.4pp | 217.08%-215.6pp |
| Employer contribution / active EE | $160 | $4,810-96.7% | $4,305-96.3% | $4,299-96.3% |
| Participant deferral / active EE | $320 | $6,272-94.9% | $5,540-94.2% | $6,507-95.1% |
| Admin fee / account holder | $42,521 | $16,786+153.3% | $14,329+196.7% | $12,624+236.8% |