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 | $40,612 | $153,772-73.6% | $133,980-69.7% | $273,961-85.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | -6.89% | 36.51%-43.4pp | 29.30%-36.2pp | 41.45%-48.3pp |
| Employer contribution / active EE | $355 | $6,029-94.1% | $5,211-93.2% | $4,869-92.7% |
| Participant deferral / active EE | $1,452 | $6,958-79.1% | $6,282-76.9% | $5,287-72.5% |
| Admin fee / account holder | $3,135 | $11,765-73.4% | $9,324-66.4% | $10,132-69.1% |