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 | $20,266 | $88,707-77.2% | $74,183-72.7% | $273,961-92.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 0.52% | 11.94%-11.4pp | 17.74%-17.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $396 | $3,159-87.5% | $2,370-83.3% | $4,869-91.9% |
| Participant deferral / active EE | $463 | $4,212-89.0% | $3,550-87.0% | $5,287-91.2% |
| Admin fee / account holder | $25,463 | $8,717+192.1% | $5,586+355.9% | $10,132+151.3% |