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 | $39,066 | $93,571-58.2% | $135,903-71.3% | $75,163-48.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.27% | 30.90%-21.6pp | 68.23%-59.0pp | 160.62%-151.4pp |
| Employer contribution / active EE | $101 | $3,537-97.1% | $4,856-97.9% | $2,670-96.2% |
| Participant deferral / active EE | $244 | $6,404-96.2% | $7,758-96.9% | $4,125-94.1% |
| Admin fee / account holder | $687 | $6,975-90.1% | $10,762-93.6% | $5,651-87.8% |