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 | $37,775 | $109,413-65.5% | $156,263-75.8% | $84,808-55.5% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 11.66% | 20.18%-8.5pp | 59.47%-47.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $631 | $2,907-78.3% | $4,333-85.4% | $2,631-76.0% |
| Participant deferral / active EE | $964 | $4,590-79.0% | $6,158-84.4% | $4,212-77.1% |
| Admin fee / account holder | $16,578 | $9,357+77.2% | $14,255+16.3% | $7,344+125.7% |