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 | $45,822 | $142,405-67.8% | $115,157-60.2% | $152,861-70.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 2.11% | 41.48%-39.4pp | 35.60%-33.5pp | 345.32%-343.2pp |
| Employer contribution / active EE | $368 | $4,010-90.8% | $3,179-88.4% | $4,762-92.3% |
| Participant deferral / active EE | $668 | $5,164-87.1% | $4,168-84.0% | $5,850-88.6% |
| Admin fee / account holder | $1,920 | $8,462-77.3% | $7,088-72.9% | $11,596-83.4% |