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 | $48,720 | $109,359-55.4% | $162,163-70.0% | $72,985-33.2% |
| Participation rate | 94.6% | 84.3%+10.3pp | 87.6%+7.0pp | 69.5%+25.1pp |
| Annual return | 15.89% | 25.46%-9.6pp | 115.59%-99.7pp | 81.00%-65.1pp |
| Employer contribution / active EE | $374 | $3,907-90.4% | $5,614-93.3% | $2,440-84.7% |
| Participant deferral / active EE | $2,250 | $5,481-58.9% | $7,298-69.2% | $3,607-37.6% |
| Admin fee / account holder | $1,475 | $7,972-81.5% | $10,843-86.4% | $5,124-71.2% |