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 | $64,156 | $80,968-20.8% | $96,544-33.5% | $75,163-14.6% |
| Participation rate | 75.4% | 71.8%+3.6pp | 76.0%-0.6pp | 67.2%+8.2pp |
| Annual return | 9.73% | 27.06%-17.3pp | 25.84%-16.1pp | 160.62%-150.9pp |
| Employer contribution / active EE | $57 | $2,282-97.5% | $2,965-98.1% | $2,670-97.9% |
| Participant deferral / active EE | $1,718 | $3,928-56.3% | $4,851-64.6% | $4,125-58.4% |
| Admin fee / account holder | $12,349 | $6,724+83.6% | $8,252+49.6% | $5,651+118.5% |