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 | $20,405 | $102,604-80.1% | $86,188-76.3% | $139,434-85.4% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 6.78% | 1922.51%-1915.7pp | 1168.45%-1161.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $292 | $3,032-90.4% | $2,380-87.7% | $4,751-93.9% |
| Participant deferral / active EE | $672 | $4,676-85.6% | $3,985-83.1% | $6,710-90.0% |
| Admin fee / account holder | $2,801 | $8,657-67.6% | $6,852-59.1% | $11,403-75.4% |