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 | $44,633 | $109,359-59.2% | $162,163-72.5% | $72,985-38.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.63% | 25.46%-10.8pp | 115.59%-101.0pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,191 | $3,907-69.5% | $5,614-78.8% | $2,440-51.2% |
| Participant deferral / active EE | $1,438 | $5,481-73.8% | $7,298-80.3% | $3,607-60.1% |
| Admin fee / account holder | $2,355 | $7,972-70.5% | $10,843-78.3% | $5,124-54.1% |