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 | $20,500 | $57,065-64.1% | $75,670-72.9% | $70,131-70.8% |
| Participation rate | 74.2% | 68.1%+6.1pp | 72.3%+1.9pp | 69.5%+4.7pp |
| Annual return | 10.81% | 23.57%-12.8pp | 27.34%-16.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $201 | $1,817-88.9% | $2,352-91.4% | $2,342-91.4% |
| Participant deferral / active EE | $615 | $2,580-76.1% | $3,142-80.4% | $3,332-81.5% |
| Admin fee / account holder | $340 | $3,825-91.1% | $5,800-94.1% | $4,645-92.7% |