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 | $15,928 | $81,248-80.4% | $155,509-89.8% | $80,856-80.3% |
| Participation rate | 80.3% | 66.2%+14.1pp | 78.2%+2.1pp | 67.6%+12.7pp |
| Annual return | 10.46% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $108 | $3,100-96.5% | $4,672-97.7% | $2,755-96.1% |
| Participant deferral / active EE | $274 | $3,452-92.1% | $5,626-95.1% | $4,296-93.6% |
| Admin fee / account holder | $1,153 | $7,997-85.6% | $15,912-92.8% | $6,918-83.3% |