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 6-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 | $40,635 | $74,888-45.7% | $71,209-42.9% | $142,382-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -14.04% | 345.14%-359.2pp | 282.51%-296.5pp | 217.08%-231.1pp |
| Employer contribution / active EE | $107 | $2,854-96.2% | $2,721-96.1% | $4,299-97.5% |
| Participant deferral / active EE | $179 | $4,454-96.0% | $4,175-95.7% | $6,507-97.2% |
| Admin fee / account holder | $13,205 | $5,568+137.2% | $5,349+146.9% | $12,624+4.6% |