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 9-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 | $14,723 | $48,795-69.8% | $65,493-77.5% | $84,808-82.6% |
| Participation rate | 81.0% | 67.0%+14.0pp | 73.1%+7.9pp | 68.3%+12.6pp |
| Annual return | 7.75% | 20.20%-12.4pp | 982.45%-974.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | -$18 | $1,930-100.9% | $2,574-100.7% | $2,631-100.7% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,807 | $3,877+49.8% | $5,028+15.5% | $7,344-20.9% |