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 | $56,783 | $89,355-36.5% | $141,162-59.8% | $72,985-22.2% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 13.48% | 111.85%-98.4pp | 71.39%-57.9pp | 81.00%-67.5pp |
| Employer contribution / active EE | $287 | $3,114-90.8% | $4,735-93.9% | $2,440-88.2% |
| Participant deferral / active EE | $1,757 | $5,418-67.6% | $6,709-73.8% | $3,607-51.3% |
| Admin fee / account holder | $17,491 | $5,958+193.6% | $10,261+70.5% | $5,124+241.3% |