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 | $66,074 | $70,250-5.9% | $386,318-82.9% | $116,875-43.5% |
| Participation rate | 84.0% | 68.3%+15.7pp | 67.7%+16.3pp | 74.5%+9.5pp |
| Annual return | 13.26% | 17.57%-4.3pp | -2.64%+15.9pp | 16.29%-3.0pp |
| Employer contribution / active EE | $0 | $2,512-100.0% | $4,025-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $823 | $3,180-74.1% | $3,524-76.6% | $3,885-78.8% |
| Admin fee / account holder | $1,235 | $7,267-83.0% | $16,179-92.4% | $12,263-89.9% |