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 | $39,360 | $93,571-57.9% | $135,903-71.0% | $75,163-47.6% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 12.69% | 30.90%-18.2pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $398 | $3,537-88.8% | $4,856-91.8% | $2,670-85.1% |
| Participant deferral / active EE | $1,203 | $6,404-81.2% | $7,758-84.5% | $4,125-70.8% |
| Admin fee / account holder | $1,189 | $6,975-83.0% | $10,762-88.9% | $5,651-79.0% |