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 | $64,798 | $109,881-41.0% | $150,045-56.8% | $84,808-23.6% |
| Participation rate | 70.2% | 76.1%-5.9pp | 82.3%-12.1pp | 68.3%+1.9pp |
| Annual return | 13.19% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $543 | $3,561-84.8% | $4,693-88.4% | $2,631-79.4% |
| Participant deferral / active EE | $2,489 | $6,636-62.5% | $7,997-68.9% | $4,212-40.9% |
| Admin fee / account holder | $5,980 | $8,568-30.2% | $13,435-55.5% | $7,344-18.6% |