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 | $8,568 | $95,266-91.0% | $82,389-89.6% | $142,382-94.0% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.5%+23.3pp | 80.1%+12.7pp |
| Annual return | 8.27% | 25.74%-17.5pp | 28.67%-20.4pp | 217.08%-208.8pp |
| Employer contribution / active EE | $87 | $2,991-97.1% | $2,517-96.5% | $4,299-98.0% |
| Participant deferral / active EE | $436 | $4,809-90.9% | $4,155-89.5% | $6,507-93.3% |
| Admin fee / account holder | $3,061 | $8,563-64.3% | $7,231-57.7% | $12,624-75.8% |