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 8-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 | $83,100 | $110,257-24.6% | $96,544-13.9% | $139,434-40.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | -22.28% | 26.32%-48.6pp | 25.84%-48.1pp | 372.94%-395.2pp |
| Employer contribution / active EE | $339 | $3,620-90.6% | $2,965-88.6% | $4,751-92.9% |
| Participant deferral / active EE | $354 | $5,548-93.6% | $4,851-92.7% | $6,710-94.7% |
| Admin fee / account holder | $24,753 | $11,591+113.5% | $8,252+200.0% | $11,403+117.1% |