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 | $29,253 | $78,422-62.7% | $95,952-69.5% | $79,858-63.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 4.87% | 19.37%-14.5pp | 91.61%-86.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $357 | $1,945-81.7% | $2,541-86.0% | $2,471-85.6% |
| Participant deferral / active EE | $1,063 | $3,440-69.1% | $4,167-74.5% | $3,740-71.6% |
| Admin fee / account holder | $8,239 | $5,622+46.6% | $6,795+21.2% | $5,306+55.3% |