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 | $37,108 | $68,346-45.7% | $94,646-60.8% | $75,163-50.6% |
| Participation rate | 70.4% | 76.1%-5.7pp | 80.8%-10.5pp | 67.2%+3.2pp |
| Annual return | 12.95% | 616.93%-604.0pp | 156.71%-143.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $380 | $2,701-85.9% | $3,672-89.7% | $2,670-85.8% |
| Participant deferral / active EE | $2,440 | $6,537-62.7% | $7,418-67.1% | $4,125-40.8% |
| Admin fee / account holder | $1,344 | $5,326-74.8% | $7,231-81.4% | $5,651-76.2% |