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 | $23,831 | $167,307-85.8% | $143,757-83.4% | $134,475-82.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -34.71% | 0.46%-35.2pp | -0.04%-34.7pp | 417.96%-452.7pp |
| Employer contribution / active EE | $802 | $5,619-85.7% | $4,951-83.8% | $4,740-83.1% |
| Participant deferral / active EE | $1,174 | $6,446-81.8% | $5,637-79.2% | $6,400-81.7% |
| Admin fee / account holder | $4,756 | $18,088-73.7% | $14,673-67.6% | $11,426-58.4% |