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 | $32,964 | $135,635-75.7% | $110,238-70.1% | $135,375-75.6% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.8%-6.1pp | 82.6%-9.0pp |
| Annual return | -10.14% | 513.19%-523.3pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $444 | $4,906-91.0% | $3,826-88.4% | $4,779-90.7% |
| Participant deferral / active EE | $1,215 | $5,506-77.9% | $4,672-74.0% | $5,609-78.3% |
| Admin fee / account holder | $3,784 | $11,457-67.0% | $8,547-55.7% | $10,827-65.0% |