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 | $45,142 | $75,935-40.6% | $60,547-25.4% | $125,391-64.0% |
| Participation rate | 72.7% | 76.5%-3.8pp | 68.0%+4.8pp | 83.2%-10.5pp |
| Annual return | -9.90% | -5.38%-4.5pp | 335.64%-345.5pp | 282.22%-292.1pp |
| Employer contribution / active EE | $299 | $3,438-91.3% | $2,419-87.6% | $4,866-93.9% |
| Participant deferral / active EE | $358 | $4,506-92.1% | $3,328-89.2% | $5,352-93.3% |
| Admin fee / account holder | $1,314 | $6,768-80.6% | $4,536-71.0% | $9,540-86.2% |