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 | $25,145 | $53,018-52.6% | $70,014-64.1% | $62,891-60.0% |
| Participation rate | 81.8% | 67.2%+14.6pp | 71.8%+10.0pp | 69.3%+12.5pp |
| Annual return | 3.48% | 13.35%-9.9pp | 12.99%-9.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $167 | $1,799-90.7% | $2,338-92.9% | $2,281-92.7% |
| Participant deferral / active EE | $764 | $2,395-68.1% | $2,931-73.9% | $3,203-76.2% |
| Admin fee / account holder | $836 | $3,690-77.3% | $4,380-80.9% | $4,296-80.5% |