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 4-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 | $9,288 | $114,381-91.9% | $107,525-91.4% | $142,382-93.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -5.60% | 242.71%-248.3pp | 181.32%-186.9pp | 217.08%-222.7pp |
| Employer contribution / active EE | $107 | $4,015-97.3% | $3,754-97.2% | $4,299-97.5% |
| Participant deferral / active EE | $158 | $5,564-97.2% | $5,116-96.9% | $6,507-97.6% |
| Admin fee / account holder | $8,021 | $9,860-18.7% | $8,919-10.1% | $12,624-36.5% |