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 | $30,400 | $111,754-72.8% | $103,333-70.6% | $145,922-79.2% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 8.13% | 24.77%-16.6pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $186 | $4,212-95.6% | $3,868-95.2% | $4,660-96.0% |
| Participant deferral / active EE | $266 | $5,619-95.3% | $5,057-94.7% | $6,688-96.0% |
| Admin fee / account holder | $734 | $9,750-92.5% | $8,355-91.2% | $13,397-94.5% |