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 | $45,969 | $87,841-47.7% | $133,980-65.7% | $62,891-26.9% |
| Participation rate | 88.2% | 83.4%+4.8pp | 87.1%+1.1pp | 69.3%+18.9pp |
| Annual return | 5.33% | 12.05%-6.7pp | 29.30%-24.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $976 | $3,483-72.0% | $5,211-81.3% | $2,281-57.2% |
| Participant deferral / active EE | $1,681 | $4,812-65.1% | $6,282-73.2% | $3,203-47.5% |
| Admin fee / account holder | $5,180 | $5,371-3.6% | $9,324-44.4% | $4,296+20.6% |