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 | $24,077 | $111,754-78.5% | $103,333-76.7% | $145,922-83.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.30% | 24.77%-24.5pp | 24.88%-24.6pp | 561.29%-561.0pp |
| Employer contribution / active EE | $590 | $4,212-86.0% | $3,868-84.7% | $4,660-87.3% |
| Participant deferral / active EE | $1,154 | $5,619-79.5% | $5,057-77.2% | $6,688-82.7% |
| Admin fee / account holder | $97,751 | $9,750+902.5% | $8,355+1070.0% | $13,397+629.6% |