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 9-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 | $37,558 | $67,606-44.4% | $82,313-54.4% | $70,131-46.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.73% | 21.57%-11.8pp | 25.88%-16.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $263 | $1,755-85.0% | $2,428-89.2% | $2,342-88.8% |
| Participant deferral / active EE | $810 | $2,987-72.9% | $3,706-78.1% | $3,332-75.7% |
| Admin fee / account holder | $9,228 | $4,512+104.5% | $5,608+64.6% | $4,645+98.7% |