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 | $31,848 | $98,463-67.7% | $119,258-73.3% | $85,850-62.9% |
| Participation rate | 90.0% | 77.6%+12.4pp | 82.7%+7.3pp | 69.3%+20.7pp |
| Annual return | 10.10% | 38.53%-28.4pp | 30.69%-20.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $263 | $3,698-92.9% | $4,384-94.0% | $2,565-89.7% |
| Participant deferral / active EE | $1,131 | $4,942-77.1% | $6,111-81.5% | $3,952-71.4% |
| Admin fee / account holder | $3,948 | $7,493-47.3% | $7,226-45.4% | $6,260-36.9% |