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 | $52,922 | $42,546+24.4% | $71,796-26.3% | $55,167-4.1% |
| Participation rate | 97.0% | 59.1%+37.9pp | 69.1%+27.9pp | 69.0%+28.0pp |
| Annual return | 4.40% | 12.36%-8.0pp | 78.04%-73.6pp | 169.23%-164.8pp |
| Employer contribution / active EE | $85 | $803-89.4% | $1,924-95.6% | $1,963-95.7% |
| Participant deferral / active EE | $255 | $2,064-87.7% | $2,794-90.9% | $3,054-91.7% |
| Admin fee / account holder | $36,743 | $650+5556.0% | $4,815+663.1% | $504+7191.7% |