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 | $33,688 | $102,317-67.1% | $146,958-77.1% | $80,856-58.3% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.6pp | 67.6%+24.2pp |
| Annual return | 11.60% | 134.76%-123.2pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $764 | $3,713-79.4% | $4,933-84.5% | $2,755-72.3% |
| Participant deferral / active EE | $2,102 | $6,644-68.4% | $8,070-73.9% | $4,296-51.1% |
| Admin fee / account holder | $3,164 | $7,941-60.2% | $12,998-75.7% | $6,918-54.3% |