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 | $58,914 | $114,237-48.4% | $119,258-50.6% | $167,490-64.8% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | 7.91% | 29.87%-22.0pp | 30.69%-22.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $47 | $4,481-98.9% | $4,384-98.9% | $4,837-99.0% |
| Participant deferral / active EE | $1,467 | $6,084-75.9% | $6,111-76.0% | $6,341-76.9% |
| Admin fee / account holder | $1,224 | $8,932-86.3% | $7,226-83.1% | $12,309-90.1% |