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 | $27,375 | $149,734-81.7% | $118,925-77.0% | $158,922-82.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 75.4%+13.5pp | 82.0%+6.9pp |
| Annual return | 2.82% | 19.95%-17.1pp | 35.88%-33.1pp | 302.83%-300.0pp |
| Employer contribution / active EE | $387 | $4,115-90.6% | $3,263-88.1% | $4,761-91.9% |
| Participant deferral / active EE | $1,364 | $5,223-73.9% | $4,265-68.0% | $5,982-77.2% |
| Admin fee / account holder | $3,421 | $8,603-60.2% | $6,581-48.0% | $11,246-69.6% |