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 | $39,806 | $60,349-34.0% | $74,183-46.3% | $62,891-36.7% |
| Participation rate | 82.1% | 72.7%+9.4pp | 76.6%+5.5pp | 69.3%+12.8pp |
| Annual return | -9.86% | 21.37%-31.2pp | 17.74%-27.6pp | 20.14%-30.0pp |
| Employer contribution / active EE | $222 | $1,680-86.8% | $2,370-90.6% | $2,281-90.3% |
| Participant deferral / active EE | $567 | $2,856-80.2% | $3,550-84.0% | $3,203-82.3% |
| Admin fee / account holder | $423 | $4,261-90.1% | $5,586-92.4% | $4,296-90.2% |