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 | $22,299 | $127,777-82.5% | $106,548-79.1% | $167,490-86.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.01% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $464 | $3,427-86.5% | $2,819-83.5% | $4,837-90.4% |
| Participant deferral / active EE | $369 | $5,087-92.7% | $4,398-91.6% | $6,341-94.2% |
| Admin fee / account holder | $1,432 | $11,228-87.2% | $7,407-80.7% | $12,309-88.4% |