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 | $30,810 | $86,929-64.6% | $102,423-69.9% | $80,856-61.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 8.41% | 18.88%-10.5pp | 29.32%-20.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $280 | $2,369-88.2% | $3,023-90.7% | $2,755-89.8% |
| Participant deferral / active EE | $1,056 | $4,118-74.4% | $5,053-79.1% | $4,296-75.4% |
| Admin fee / account holder | $6,194 | $8,049-23.0% | $9,451-34.5% | $6,918-10.5% |