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 | $29,403 | $73,004-59.7% | $90,749-67.6% | $68,494-57.1% |
| Participation rate | 86.1% | 70.8%+15.3pp | 75.7%+10.4pp | 67.9%+18.2pp |
| Annual return | -18.94% | -13.81%-5.1pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $492 | $2,193-77.6% | $2,921-83.2% | $2,596-81.0% |
| Participant deferral / active EE | $1,089 | $3,627-70.0% | $4,564-76.1% | $4,027-72.9% |
| Admin fee / account holder | $5,630 | $5,896-4.5% | $8,445-33.3% | $5,403+4.2% |