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 | $72,071-43.6% | $68,368-40.6% | $137,256-70.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -14.04% | 353.14%-367.2pp | 292.57%-306.6pp | 220.34%-234.4pp |
| Employer contribution / active EE | $107 | $2,788-96.2% | $2,649-95.9% | $4,156-97.4% |
| Participant deferral / active EE | $179 | $4,410-95.9% | $4,123-95.7% | $6,407-97.2% |
| Admin fee / account holder | $13,205 | $5,336+147.5% | $5,150+156.4% | $12,270+7.6% |