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 | $54,946 | $95,803-42.6% | $113,168-51.4% | $84,808-35.2% |
| Participation rate | 73.8% | 72.9%+0.9pp | 76.6%-2.8pp | 68.3%+5.5pp |
| Annual return | 11.85% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,842 | $4,242-56.6% | $5,107-63.9% | $4,212-56.3% |
| Admin fee / account holder | $1,613 | $8,989-82.1% | $12,068-86.6% | $7,344-78.0% |