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 | $25,517 | $76,552-66.7% | $123,892-79.4% | $62,891-59.4% |
| Participation rate | 90.4% | 73.0%+17.4pp | 81.4%+9.0pp | 69.3%+21.1pp |
| Annual return | -3.89% | 18.68%-22.6pp | 47.52%-51.4pp | 20.14%-24.0pp |
| Employer contribution / active EE | $291 | $2,883-89.9% | $4,617-93.7% | $2,281-87.2% |
| Participant deferral / active EE | $1,835 | $4,840-62.1% | $5,984-69.3% | $3,203-42.7% |
| Admin fee / account holder | $1,809 | $4,826-62.5% | $8,357-78.4% | $4,296-57.9% |