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 | $9,965 | $109,817-90.9% | $98,442-89.9% | $167,490-94.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 0.65% | 1956.69%-1956.0pp | 1492.73%-1492.1pp | 478.56%-477.9pp |
| Employer contribution / active EE | $191 | $3,224-94.1% | $2,960-93.6% | $4,837-96.1% |
| Participant deferral / active EE | $20 | $4,673-99.6% | $4,276-99.5% | $6,341-99.7% |
| Admin fee / account holder | $1,184 | $6,753-82.5% | $5,949-80.1% | $12,309-90.4% |