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 | $33,949 | $76,552-55.7% | $123,892-72.6% | $62,891-46.0% |
| Participation rate | 93.7% | 73.0%+20.7pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 5.23% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,771 | $4,840-63.4% | $5,984-70.4% | $3,203-44.7% |
| Admin fee / account holder | $3,216 | $4,826-33.4% | $8,357-61.5% | $4,296-25.1% |