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 | $48,193 | $110,094-56.2% | $151,611-68.2% | $68,494-29.6% |
| Participation rate | 86.2% | 84.0%+2.2pp | 87.5%-1.3pp | 67.9%+18.3pp |
| Annual return | -19.56% | -10.12%-9.4pp | 3.33%-22.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,265 | $4,471-71.7% | $6,166-79.5% | $2,596-51.3% |
| Participant deferral / active EE | $2,995 | $6,527-54.1% | $8,363-64.2% | $4,027-25.6% |
| Admin fee / account holder | $1,040 | $7,719-86.5% | $11,616-91.0% | $5,403-80.7% |