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 | $55,321 | $67,606-18.2% | $82,313-32.8% | $70,131-21.1% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 4.71% | 21.57%-16.9pp | 25.88%-21.2pp | 73.14%-68.4pp |
| Employer contribution / active EE | $85 | $1,755-95.2% | $2,428-96.5% | $2,342-96.4% |
| Participant deferral / active EE | $1,200 | $2,987-59.8% | $3,706-67.6% | $3,332-64.0% |
| Admin fee / account holder | $972 | $4,512-78.5% | $5,608-82.7% | $4,645-79.1% |