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 | $39,437 | $94,529-58.3% | $140,016-71.8% | $64,186-38.6% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -7.60% | 7.77%-15.4pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $786 | $3,812-79.4% | $5,606-86.0% | $2,381-67.0% |
| Participant deferral / active EE | $2,261 | $5,250-56.9% | $6,927-67.4% | $3,470-34.8% |
| Admin fee / account holder | $5,326 | $6,741-21.0% | $10,705-50.2% | $4,888+9.0% |