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 | $29,890 | $79,449-62.4% | $189,557-84.2% | $85,850-65.2% |
| Participation rate | 83.3% | 66.0%+17.3pp | 78.4%+4.9pp | 69.3%+14.0pp |
| Annual return | 10.83% | 18.45%-7.6pp | 64.17%-53.3pp | 318.53%-307.7pp |
| Employer contribution / active EE | $63 | $2,081-97.0% | $4,412-98.6% | $2,565-97.6% |
| Participant deferral / active EE | $1,261 | $4,051-68.9% | $6,174-79.6% | $3,952-68.1% |
| Admin fee / account holder | $700 | $5,377-87.0% | $9,807-92.9% | $6,260-88.8% |