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 | $22,625 | $49,227-54.0% | $70,449-67.9% | $79,858-71.7% |
| Participation rate | 73.8% | 69.2%+4.7pp | 75.1%-1.2pp | 69.6%+4.2pp |
| Annual return | 1.54% | 30.06%-28.5pp | 109.03%-107.5pp | 31.71%-30.2pp |
| Employer contribution / active EE | $361 | $2,099-82.8% | $2,737-86.8% | $2,471-85.4% |
| Participant deferral / active EE | $432 | $2,768-84.4% | $3,709-88.3% | $3,740-88.4% |
| Admin fee / account holder | $1,304 | $2,878-54.7% | $3,845-66.1% | $5,306-75.4% |