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 | $5,312 | $74,888-92.9% | $71,209-92.5% | $142,382-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.70% | 345.14%-337.4pp | 282.51%-274.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $375 | $2,854-86.9% | $2,721-86.2% | $4,299-91.3% |
| Participant deferral / active EE | $600 | $4,454-86.5% | $4,175-85.6% | $6,507-90.8% |
| Admin fee / account holder | $380 | $5,568-93.2% | $5,349-92.9% | $12,624-97.0% |