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 9-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 | $78,601 | $62,586+25.6% | $76,768+2.4% | $64,186+22.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -10.76% | -1.95%-8.8pp | 2.43%-13.2pp | 7.63%-18.4pp |
| Employer contribution / active EE | $155 | $1,832-91.5% | $2,485-93.8% | $2,381-93.5% |
| Participant deferral / active EE | $927 | $3,145-70.5% | $3,852-75.9% | $3,470-73.3% |
| Admin fee / account holder | $1,080 | $4,667-76.9% | $6,675-83.8% | $4,888-77.9% |