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 | $32,756 | $78,422-58.2% | $95,952-65.9% | $79,858-59.0% |
| Participation rate | 77.9% | 73.5%+4.5pp | 77.1%+0.9pp | 69.6%+8.3pp |
| Annual return | -4.46% | 19.37%-23.8pp | 91.61%-96.1pp | 31.71%-36.2pp |
| Employer contribution / active EE | $100 | $1,945-94.8% | $2,541-96.1% | $2,471-95.9% |
| Participant deferral / active EE | $1,376 | $3,440-60.0% | $4,167-67.0% | $3,740-63.2% |
| Admin fee / account holder | $3,891 | $5,622-30.8% | $6,795-42.7% | $5,306-26.7% |