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 | $32,991 | $70,475-53.2% | $100,516-67.2% | $79,858-58.7% |
| Participation rate | 97.7% | 73.7%+24.1pp | 79.4%+18.3pp | 69.6%+28.1pp |
| Annual return | 10.66% | 21.90%-11.2pp | 30.89%-20.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,036 | $5,181-60.7% | $6,270-67.5% | $3,740-45.6% |
| Admin fee / account holder | $5,931 | $4,478+32.4% | $8,081-26.6% | $5,306+11.8% |