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 | $50,156 | $162,781-69.2% | $133,956-62.6% | $158,922-68.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.12% | 41.94%-39.8pp | 45.09%-43.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $451 | $4,975-90.9% | $3,919-88.5% | $4,761-90.5% |
| Participant deferral / active EE | $530 | $5,911-91.0% | $5,048-89.5% | $5,982-91.1% |
| Admin fee / account holder | $1,097 | $11,736-90.7% | $8,927-87.7% | $11,246-90.2% |