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 | $44,633 | $52,380-14.8% | $98,755-54.8% | $85,850-48.0% |
| Participation rate | 88.0% | 58.0%+30.0pp | 65.7%+22.3pp | 69.3%+18.7pp |
| Annual return | 9.96% | 25.82%-15.9pp | 49.91%-40.0pp | 318.53%-308.6pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $489 | $2,101-76.7% | $3,035-83.9% | $3,952-87.6% |
| Admin fee / account holder | $6,609 | $3,865+71.0% | $4,076+62.1% | $6,260+5.6% |