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 | $21,236 | $63,764-66.7% | $81,930-74.1% | $79,858-73.4% |
| Participation rate | 90.2% | 67.5%+22.7pp | 72.0%+18.2pp | 69.6%+20.6pp |
| Annual return | 6.72% | 22.66%-15.9pp | 29.49%-22.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $147 | $1,795-91.8% | $4,310-96.6% | $2,471-94.0% |
| Participant deferral / active EE | $571 | $2,780-79.5% | $7,107-92.0% | $3,740-84.7% |
| Admin fee / account holder | $2,074 | $4,426-53.1% | $5,158-59.8% | $5,306-60.9% |