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 | $13,466 | $81,248-83.4% | $155,509-91.3% | $80,856-83.3% |
| Participation rate | 88.3% | 66.2%+22.1pp | 78.2%+10.1pp | 67.6%+20.7pp |
| Annual return | 9.59% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $43 | $3,100-98.6% | $4,672-99.1% | $2,755-98.4% |
| Participant deferral / active EE | $865 | $3,452-74.9% | $5,626-84.6% | $4,296-79.9% |
| Admin fee / account holder | $783 | $7,997-90.2% | $15,912-95.1% | $6,918-88.7% |