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 | $70,021 | $109,881-36.3% | $150,045-53.3% | $84,808-17.4% |
| Participation rate | 72.5% | 76.1%-3.6pp | 82.3%-9.8pp | 68.3%+4.2pp |
| Annual return | 11.75% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $142 | $3,561-96.0% | $4,693-97.0% | $2,631-94.6% |
| Participant deferral / active EE | $2,503 | $6,636-62.3% | $7,997-68.7% | $4,212-40.6% |
| Admin fee / account holder | $35,304 | $8,568+312.0% | $13,435+162.8% | $7,344+380.7% |