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 | $20,651 | $66,402-68.9% | $109,895-81.2% | $85,850-75.9% |
| Participation rate | 77.0% | 63.9%+13.2pp | 74.2%+2.8pp | 69.3%+7.7pp |
| Annual return | 10.51% | 19.59%-9.1pp | 29.45%-18.9pp | 318.53%-308.0pp |
| Employer contribution / active EE | $161 | $1,687-90.4% | $2,842-94.3% | $2,565-93.7% |
| Participant deferral / active EE | $928 | $2,842-67.3% | $4,048-77.1% | $3,952-76.5% |
| Admin fee / account holder | $562 | $4,557-87.7% | $6,066-90.7% | $6,260-91.0% |