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 10-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 | $12,343 | $58,208-78.8% | $81,812-84.9% | $80,856-84.7% |
| Participation rate | 78.3% | 63.4%+14.9pp | 72.3%+6.0pp | 67.6%+10.7pp |
| Annual return | 8.64% | 41.66%-33.0pp | 773.79%-765.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $262 | $2,340-88.8% | $2,912-91.0% | $2,755-90.5% |
| Participant deferral / active EE | $538 | $3,281-83.6% | $4,319-87.5% | $4,296-87.5% |
| Admin fee / account holder | $1,040 | $4,981-79.1% | $7,386-85.9% | $6,918-85.0% |