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 | $28,342 | $54,762-48.2% | $90,281-68.6% | $72,985-61.2% |
| Participation rate | 91.6% | 65.1%+26.4pp | 73.3%+18.3pp | 69.5%+22.1pp |
| Annual return | 16.21% | 30.63%-14.4pp | 78.10%-61.9pp | 81.00%-64.8pp |
| Employer contribution / active EE | $93 | $2,092-95.5% | $2,854-96.7% | $2,440-96.2% |
| Participant deferral / active EE | $701 | $2,887-75.7% | $3,885-82.0% | $3,607-80.6% |
| Admin fee / account holder | $5,402 | $3,972+36.0% | $5,351+0.9% | $5,124+5.4% |