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 | $28,854 | $72,071-60.0% | $68,368-57.8% | $137,256-79.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.34% | 353.14%-348.8pp | 292.57%-288.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $151 | $2,788-94.6% | $2,649-94.3% | $4,156-96.4% |
| Participant deferral / active EE | $151 | $4,410-96.6% | $4,123-96.3% | $6,407-97.6% |
| Admin fee / account holder | $35,680 | $5,336+568.7% | $5,150+592.8% | $12,270+190.8% |