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 | $21,569 | $63,346-66.0% | $92,233-76.6% | $70,131-69.2% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 6.65% | 530.12%-523.5pp | 176.28%-169.6pp | 73.14%-66.5pp |
| Employer contribution / active EE | $199 | $2,471-92.0% | $3,679-94.6% | $2,342-91.5% |
| Participant deferral / active EE | $662 | $2,854-76.8% | $3,897-83.0% | $3,332-80.1% |
| Admin fee / account holder | $4,222 | $3,840+9.9% | $5,194-18.7% | $4,645-9.1% |