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 | $31,691 | $77,899-59.3% | $149,673-78.8% | $75,163-57.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -10.95% | 31.72%-42.7pp | 134.42%-145.4pp | 160.62%-171.6pp |
| Employer contribution / active EE | $226 | $3,137-92.8% | $4,818-95.3% | $2,670-91.5% |
| Participant deferral / active EE | $353 | $3,411-89.6% | $5,680-93.8% | $4,125-91.4% |
| Admin fee / account holder | $4,768 | $5,956-19.9% | $13,210-63.9% | $5,651-15.6% |