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 | $49,254 | $102,317-51.9% | $146,958-66.5% | $80,856-39.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 8.94% | 134.76%-125.8pp | 418.34%-409.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $321 | $3,713-91.4% | $4,933-93.5% | $2,755-88.4% |
| Participant deferral / active EE | $2,434 | $6,644-63.4% | $8,070-69.8% | $4,296-43.3% |
| Admin fee / account holder | $4,424 | $7,941-44.3% | $12,998-66.0% | $6,918-36.0% |