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 | $48,348 | $137,414-64.8% | $189,513-74.5% | $85,850-43.7% |
| Participation rate | 74.3% | 84.6%-10.3pp | 87.8%-13.5pp | 69.3%+5.0pp |
| Annual return | 9.00% | 38.14%-29.1pp | 555.15%-546.2pp | 318.53%-309.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,070 | $6,260-66.9% | $8,221-74.8% | $3,952-47.6% |
| Admin fee / account holder | $1,513 | $8,630-82.5% | $12,045-87.4% | $6,260-75.8% |