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 | $35,924 | $72,388-50.4% | $111,392-67.7% | $64,186-44.0% |
| Participation rate | 72.2% | 70.5%+1.6pp | 78.9%-6.7pp | 69.6%+2.6pp |
| Annual return | -8.54% | -1.50%-7.0pp | -2.06%-6.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $68 | $3,000-97.7% | $4,328-98.4% | $2,381-97.1% |
| Participant deferral / active EE | $1,358 | $4,241-68.0% | $5,567-75.6% | $3,470-60.9% |
| Admin fee / account holder | $1,888 | $5,719-67.0% | $12,266-84.6% | $4,888-61.4% |