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 | $66,361 | $83,908-20.9% | $68,509-3.1% | $125,391-47.1% |
| Participation rate | 71.4% | 78.2%-6.7pp | 74.7%-3.3pp | 83.2%-11.8pp |
| Annual return | -4.30% | 14.48%-18.8pp | 8.27%-12.6pp | 282.22%-286.5pp |
| Employer contribution / active EE | $129 | $3,031-95.7% | $2,278-94.3% | $4,866-97.3% |
| Participant deferral / active EE | $811 | $4,125-80.3% | $3,382-76.0% | $5,352-84.8% |
| Admin fee / account holder | $2,918 | $8,982-67.5% | $5,275-44.7% | $9,540-69.4% |