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 | $33,852 | $63,764-46.9% | $81,930-58.7% | $79,858-57.6% |
| Participation rate | 73.5% | 67.5%+6.0pp | 72.0%+1.5pp | 69.6%+3.9pp |
| Annual return | 6.68% | 22.66%-16.0pp | 29.49%-22.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $212 | $1,795-88.2% | $4,310-95.1% | $2,471-91.4% |
| Participant deferral / active EE | $756 | $2,780-72.8% | $7,107-89.4% | $3,740-79.8% |
| Admin fee / account holder | $3,245 | $4,426-26.7% | $5,158-37.1% | $5,306-38.8% |