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 | $70,380 | $88,707-20.7% | $74,183-5.1% | $273,961-74.3% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 2.00% | 11.94%-9.9pp | 17.74%-15.7pp | 41.45%-39.5pp |
| Employer contribution / active EE | $116 | $3,159-96.3% | $2,370-95.1% | $4,869-97.6% |
| Participant deferral / active EE | $216 | $4,212-94.9% | $3,550-93.9% | $5,287-95.9% |
| Admin fee / account holder | $3,112 | $8,717-64.3% | $5,586-44.3% | $10,132-69.3% |