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 | $30,914 | $58,828-47.5% | $77,999-60.4% | $62,891-50.8% |
| Participation rate | 87.1% | 71.1%+16.0pp | 75.5%+11.6pp | 69.3%+17.8pp |
| Annual return | 3.34% | 17.16%-13.8pp | 425.96%-422.6pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $193 | $2,686-92.8% | $3,497-94.5% | $3,203-94.0% |
| Admin fee / account holder | $1,056 | $4,393-76.0% | $5,480-80.7% | $4,296-75.4% |