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 | $29,018 | $71,883-59.6% | $86,677-66.5% | $68,494-57.6% |
| Participation rate | 70.6% | 72.2%-1.6pp | 76.6%-6.0pp | 67.9%+2.7pp |
| Annual return | -23.66% | 3.52%-27.2pp | 35.91%-59.6pp | -7.84%-15.8pp |
| Employer contribution / active EE | $230 | $2,173-89.4% | $2,836-91.9% | $2,596-91.2% |
| Participant deferral / active EE | $639 | $3,779-83.1% | $4,656-86.3% | $4,027-84.1% |
| Admin fee / account holder | $452 | $6,112-92.6% | $7,493-94.0% | $5,403-91.6% |