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 | $23,449 | $54,541-57.0% | $78,778-70.2% | $70,131-66.6% |
| Participation rate | 70.2% | 60.8%+9.4pp | 69.2%+1.0pp | 69.5%+0.7pp |
| Annual return | 9.82% | 21.07%-11.3pp | 35.62%-25.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $177 | $1,089-83.7% | $1,986-91.1% | $2,342-92.4% |
| Participant deferral / active EE | $435 | $2,210-80.3% | $2,958-85.3% | $3,332-86.9% |
| Admin fee / account holder | $1,857 | $3,709-49.9% | $5,134-63.8% | $4,645-60.0% |