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 | $40,060 | $132,239-69.7% | $105,722-62.1% | $273,961-85.4% |
| Participation rate | 73.9% | 83.2%-9.3pp | 78.9%-5.0pp | 83.0%-9.1pp |
| Annual return | -1.23% | 10.07%-11.3pp | 12.25%-13.5pp | 41.45%-42.7pp |
| Employer contribution / active EE | $571 | $4,867-88.3% | $4,079-86.0% | $4,869-88.3% |
| Participant deferral / active EE | $1,425 | $6,233-77.1% | $5,326-73.2% | $5,287-73.1% |
| Admin fee / account holder | $1,008 | $12,032-91.6% | $8,308-87.9% | $10,132-90.1% |