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 | $86,999 | $123,793-29.7% | $177,821-51.1% | $79,858+8.9% |
| Participation rate | 79.0% | 84.7%-5.6pp | 87.7%-8.7pp | 69.6%+9.4pp |
| Annual return | 5.54% | 22.82%-17.3pp | 48.32%-42.8pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,928 | $5,956-67.6% | $7,714-75.0% | $3,740-48.4% |
| Admin fee / account holder | $2,503 | $7,243-65.4% | $12,427-79.9% | $5,306-52.8% |