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 | $4,668 | $88,751-94.7% | $81,812-94.3% | $145,922-96.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 1.34% | 1025.40%-1024.1pp | 773.79%-772.5pp | 561.29%-559.9pp |
| Employer contribution / active EE | $222 | $3,083-92.8% | $2,912-92.4% | $4,660-95.2% |
| Participant deferral / active EE | $152 | $4,643-96.7% | $4,319-96.5% | $6,688-97.7% |
| Admin fee / account holder | $429 | $8,415-94.9% | $7,386-94.2% | $13,397-96.8% |