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 | $51,291 | $72,492-29.2% | $87,100-41.1% | $72,985-29.7% |
| Participation rate | 80.4% | 72.8%+7.6pp | 76.9%+3.5pp | 69.5%+10.9pp |
| Annual return | 15.95% | 24.46%-8.5pp | 28.19%-12.2pp | 81.00%-65.0pp |
| Employer contribution / active EE | $118 | $1,894-93.8% | $2,521-95.3% | $2,440-95.2% |
| Participant deferral / active EE | $768 | $3,270-76.5% | $4,049-81.0% | $3,607-78.7% |
| Admin fee / account holder | $3,395 | $5,055-32.8% | $7,497-54.7% | $5,124-33.7% |