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 | $73,738 | $149,734-50.8% | $118,925-38.0% | $158,922-53.6% |
| Participation rate | 72.7% | 82.1%-9.4pp | 75.4%-2.7pp | 82.0%-9.2pp |
| Annual return | -1.34% | 19.95%-21.3pp | 35.88%-37.2pp | 302.83%-304.2pp |
| Employer contribution / active EE | $122 | $4,115-97.0% | $3,263-96.2% | $4,761-97.4% |
| Participant deferral / active EE | $1,023 | $5,223-80.4% | $4,265-76.0% | $5,982-82.9% |
| Admin fee / account holder | $12,293 | $8,603+42.9% | $6,581+86.8% | $11,246+9.3% |