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 | $63,564 | $67,606-6.0% | $82,313-22.8% | $70,131-9.4% |
| Participation rate | 82.9% | 72.8%+10.2pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 9.68% | 21.57%-11.9pp | 25.88%-16.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $388 | $2,987-87.0% | $3,706-89.5% | $3,332-88.4% |
| Admin fee / account holder | $3,871 | $4,512-14.2% | $5,608-31.0% | $4,645-16.7% |