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 | $26,843 | $76,367-64.8% | $93,606-71.3% | $72,985-63.2% |
| Participation rate | 84.8% | 71.7%+13.1pp | 75.8%+9.0pp | 69.5%+15.4pp |
| Annual return | 3.41% | 25.82%-22.4pp | 32.76%-29.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $202 | $2,275-91.1% | $2,718-92.6% | $2,440-91.7% |
| Participant deferral / active EE | $835 | $3,538-76.4% | $4,069-79.5% | $3,607-76.8% |
| Admin fee / account holder | $1,535 | $6,838-77.6% | $7,888-80.5% | $5,124-70.1% |