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 | $87,166-90.2% | $76,735-88.8% | $137,256-93.8% |
| Participation rate | 92.9% | 74.4%+18.5pp | 69.5%+23.4pp | 80.0%+12.9pp |
| Annual return | 8.27% | 26.50%-18.2pp | 29.77%-21.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $87 | $2,904-97.0% | $2,454-96.4% | $4,156-97.9% |
| Participant deferral / active EE | $436 | $4,726-90.8% | $4,088-89.3% | $6,407-93.2% |
| Admin fee / account holder | $3,061 | $8,403-63.6% | $7,189-57.4% | $12,270-75.1% |