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 | $29,428 | $57,281-48.6% | $86,612-66.0% | $75,163-60.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 9.88% | 2670.75%-2660.9pp | 591.07%-581.2pp | 160.62%-150.7pp |
| Employer contribution / active EE | $13 | $2,314-99.5% | $3,022-99.6% | $2,670-99.5% |
| Participant deferral / active EE | $25 | $3,318-99.2% | $4,438-99.4% | $4,125-99.4% |
| Admin fee / account holder | $8,265 | $4,112+101.0% | $5,614+47.2% | $5,651+46.3% |