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 | $21,423 | $79,633-73.1% | $93,789-77.2% | $68,494-68.7% |
| Participation rate | 89.7% | 75.4%+14.4pp | 81.0%+8.8pp | 67.9%+21.9pp |
| Annual return | -23.26% | -0.10%-23.2pp | -11.33%-11.9pp | -7.84%-15.4pp |
| Employer contribution / active EE | $244 | $3,665-93.3% | $4,323-94.4% | $2,596-90.6% |
| Participant deferral / active EE | $976 | $5,158-81.1% | $6,094-84.0% | $4,027-75.8% |
| Admin fee / account holder | $6,111 | $6,871-11.1% | $7,195-15.1% | $5,403+13.1% |