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 | $42,854 | $123,793-65.4% | $177,821-75.9% | $79,858-46.3% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.7%-17.7pp | 69.6%+0.4pp |
| Annual return | 4.77% | 22.82%-18.1pp | 48.32%-43.6pp | 31.71%-26.9pp |
| Employer contribution / active EE | $982 | $4,095-76.0% | $5,918-83.4% | $2,471-60.2% |
| Participant deferral / active EE | $2,671 | $5,956-55.2% | $7,714-65.4% | $3,740-28.6% |
| Admin fee / account holder | $458 | $7,243-93.7% | $12,427-96.3% | $5,306-91.4% |