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 | $36,629 | $181,894-79.9% | $156,549-76.6% | $273,961-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -24.58% | 30.74%-55.3pp | 32.23%-56.8pp | 41.45%-66.0pp |
| Employer contribution / active EE | $423 | $6,248-93.2% | $5,501-92.3% | $4,869-91.3% |
| Participant deferral / active EE | $423 | $5,550-92.4% | $4,871-91.3% | $5,287-92.0% |
| Admin fee / account holder | $12,173 | $15,559-21.8% | $13,027-6.6% | $10,132+20.1% |