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 | $48,128 | $111,535-56.8% | $105,223-54.3% | $137,256-64.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.78% | 237.85%-230.1pp | 180.65%-172.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $444 | $3,939-88.7% | $3,689-88.0% | $4,156-89.3% |
| Participant deferral / active EE | $412 | $5,500-92.5% | $5,072-91.9% | $6,407-93.6% |
| Admin fee / account holder | $6,019 | $9,721-38.1% | $8,859-32.1% | $12,270-50.9% |