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 | $13,667 | $80,717-83.1% | $154,803-91.2% | $84,808-83.9% |
| Participation rate | 75.8% | 66.8%+8.9pp | 78.1%-2.3pp | 68.3%+7.4pp |
| Annual return | 7.71% | 37.96%-30.2pp | 58.88%-51.2pp | 40.90%-33.2pp |
| Employer contribution / active EE | $226 | $2,761-91.8% | $4,305-94.7% | $2,631-91.4% |
| Participant deferral / active EE | $462 | $3,303-86.0% | $5,540-91.7% | $4,212-89.0% |
| Admin fee / account holder | $8,698 | $6,746+28.9% | $14,329-39.3% | $7,344+18.4% |