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 8-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 | $30,721 | $105,998-71.0% | $92,233-66.7% | $147,584-79.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 6.25% | 50.05%-43.8pp | 176.28%-170.0pp | 578.55%-572.3pp |
| Employer contribution / active EE | $183 | $4,333-95.8% | $3,679-95.0% | $4,876-96.2% |
| Participant deferral / active EE | $183 | $4,478-95.9% | $3,897-95.3% | $5,439-96.6% |
| Admin fee / account holder | $19,376 | $6,332+206.0% | $5,194+273.1% | $10,885+78.0% |