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 | $21,403 | $88,707-75.9% | $74,183-71.1% | $273,961-92.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.33% | 11.94%-10.6pp | 17.74%-16.4pp | 41.45%-40.1pp |
| Employer contribution / active EE | $178 | $3,159-94.4% | $2,370-92.5% | $4,869-96.3% |
| Participant deferral / active EE | $240 | $4,212-94.3% | $3,550-93.2% | $5,287-95.5% |
| Admin fee / account holder | $1,474 | $8,717-83.1% | $5,586-73.6% | $10,132-85.4% |