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 | $41,750 | $99,985-58.2% | $146,665-71.5% | $85,850-51.4% |
| Participation rate | 74.4% | 73.1%+1.4pp | 80.1%-5.7pp | 69.3%+5.1pp |
| Annual return | 7.02% | 18.93%-11.9pp | 22.74%-15.7pp | 318.53%-311.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $959 | $4,006-76.1% | $5,506-82.6% | $3,952-75.7% |
| Admin fee / account holder | $3,831 | $7,702-50.3% | $10,280-62.7% | $6,260-38.8% |