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 5-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 | $22,407 | $112,729-80.1% | $98,716-77.3% | $137,256-83.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | -2.79% | 38.48%-41.3pp | 31.81%-34.6pp | 220.34%-223.1pp |
| Employer contribution / active EE | $340 | $2,725-87.5% | $2,279-85.1% | $4,156-91.8% |
| Participant deferral / active EE | $567 | $4,640-87.8% | $4,048-86.0% | $6,407-91.1% |
| Admin fee / account holder | $3,885 | $10,129-61.6% | $8,703-55.4% | $12,270-68.3% |