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 4-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 | $15,096 | $177,572-91.5% | $154,803-90.2% | $142,382-89.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.73% | 65.07%-60.3pp | 58.88%-54.2pp | 217.08%-212.3pp |
| Employer contribution / active EE | $500 | $4,810-89.6% | $4,305-88.4% | $4,299-88.4% |
| Participant deferral / active EE | $1,000 | $6,272-84.1% | $5,540-82.0% | $6,507-84.6% |
| Admin fee / account holder | $23,075 | $16,786+37.5% | $14,329+61.0% | $12,624+82.8% |