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 | $16,364 | $177,572-90.8% | $154,803-89.4% | $142,382-88.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -17.40% | 65.07%-82.5pp | 58.88%-76.3pp | 217.08%-234.5pp |
| Employer contribution / active EE | $871 | $4,810-81.9% | $4,305-79.8% | $4,299-79.7% |
| Participant deferral / active EE | $1,446 | $6,272-76.9% | $5,540-73.9% | $6,507-77.8% |
| Admin fee / account holder | $5,538 | $16,786-67.0% | $14,329-61.4% | $12,624-56.1% |