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 | $29,942 | $67,606-55.7% | $82,313-63.6% | $70,131-57.3% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 6.40% | 21.57%-15.2pp | 25.88%-19.5pp | 73.14%-66.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,245 | $2,987-58.3% | $3,706-66.4% | $3,332-62.6% |
| Admin fee / account holder | $828 | $4,512-81.7% | $5,608-85.2% | $4,645-82.2% |