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 | $3,121 | $74,888-95.8% | $71,209-95.6% | $142,382-97.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | -14.83% | 345.14%-360.0pp | 282.51%-297.3pp | 217.08%-231.9pp |
| Employer contribution / active EE | $375 | $2,854-86.9% | $2,721-86.2% | $4,299-91.3% |
| Participant deferral / active EE | $300 | $4,454-93.3% | $4,175-92.8% | $6,507-95.4% |
| Admin fee / account holder | $863 | $5,568-84.5% | $5,349-83.9% | $12,624-93.2% |