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 | $24,667 | $72,012-65.7% | $185,823-86.7% | $79,858-69.1% |
| Participation rate | 76.9% | 65.8%+11.2pp | 78.0%-1.1pp | 69.6%+7.3pp |
| Annual return | 11.60% | 23.12%-11.5pp | 35.95%-24.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | -$146 | $1,965-107.4% | $4,087-103.6% | $2,471-105.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,864 | $4,513-36.5% | $9,500-69.9% | $5,306-46.0% |