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 | $14,225 | $37,426-62.0% | $77,482-81.6% | $79,858-82.2% |
| Participation rate | 93.9% | 41.5%+52.4pp | 54.2%+39.8pp | 69.6%+24.3pp |
| Annual return | 2.55% | 39.70%-37.2pp | 54.79%-52.2pp | 31.71%-29.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $291 | $1,260-76.9% | $1,861-84.4% | $3,740-92.2% |
| Admin fee / account holder | $608 | $2,504-75.7% | $2,858-78.7% | $5,306-88.5% |