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 7-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 | $5,644 | $88,751-93.6% | $81,812-93.1% | $145,922-96.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -4.08% | 1025.40%-1029.5pp | 773.79%-777.9pp | 561.29%-565.4pp |
| Employer contribution / active EE | $42 | $3,083-98.7% | $2,912-98.6% | $4,660-99.1% |
| Participant deferral / active EE | $42 | $4,643-99.1% | $4,319-99.0% | $6,688-99.4% |
| Admin fee / account holder | $792 | $8,415-90.6% | $7,386-89.3% | $13,397-94.1% |