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 | $19,902 | $47,944-58.5% | $67,834-70.7% | $62,891-68.4% |
| Participation rate | 77.1% | 61.1%+16.1pp | 68.8%+8.3pp | 69.3%+7.8pp |
| Annual return | 3.40% | 11.77%-8.4pp | 138.47%-135.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $127 | $1,562-91.9% | $2,403-94.7% | $2,281-94.4% |
| Participant deferral / active EE | $711 | $2,247-68.3% | $3,160-77.5% | $3,203-77.8% |
| Admin fee / account holder | $2,589 | $3,712-30.3% | $4,622-44.0% | $4,296-39.7% |