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 | $42,574 | $123,793-65.6% | $177,821-76.1% | $79,858-46.7% |
| Participation rate | 94.1% | 84.7%+9.5pp | 87.7%+6.4pp | 69.6%+24.5pp |
| Annual return | 5.32% | 22.82%-17.5pp | 48.32%-43.0pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,741 | $5,956-54.0% | $7,714-64.5% | $3,740-26.7% |
| Admin fee / account holder | $666 | $7,243-90.8% | $12,427-94.6% | $5,306-87.5% |