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 | $45,914 | $83,477-45.0% | $125,175-63.3% | $72,985-37.1% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 6.33% | 25.78%-19.5pp | 43.79%-37.5pp | 81.00%-74.7pp |
| Employer contribution / active EE | $329 | $2,345-86.0% | $3,865-91.5% | $2,440-86.5% |
| Participant deferral / active EE | $1,337 | $3,585-62.7% | $4,937-72.9% | $3,607-62.9% |
| Admin fee / account holder | $926 | $5,517-83.2% | $9,702-90.5% | $5,124-81.9% |