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 5-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 | $27,543 | $49,025-43.8% | $87,507-68.5% | $62,891-56.2% |
| Participation rate | 77.4% | 64.9%+12.5pp | 73.8%+3.6pp | 69.3%+8.1pp |
| Annual return | 2.36% | 10.02%-7.7pp | 12.21%-9.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $580 | $2,289-74.7% | $3,149-81.6% | $3,203-81.9% |
| Admin fee / account holder | $2,950 | $4,065-27.4% | $4,221-30.1% | $4,296-31.3% |