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 | $56,284 | $85,766-34.4% | $136,294-58.7% | $70,131-19.7% |
| Participation rate | 70.4% | 74.2%-3.8pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 3.36% | 31.45%-28.1pp | 5155.94%-5152.6pp | 73.14%-69.8pp |
| Employer contribution / active EE | $307 | $2,966-89.7% | $4,695-93.5% | $2,342-86.9% |
| Participant deferral / active EE | $1,075 | $5,051-78.7% | $6,247-82.8% | $3,332-67.7% |
| Admin fee / account holder | $3,725 | $5,420-31.3% | $9,243-59.7% | $4,645-19.8% |