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 | $117,983-81.0% | $101,794-78.0% | $142,382-84.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | -2.79% | 36.92%-39.7pp | 30.53%-33.3pp | 217.08%-219.9pp |
| Employer contribution / active EE | $340 | $2,773-87.7% | $2,289-85.1% | $4,299-92.1% |
| Participant deferral / active EE | $567 | $4,714-88.0% | $4,084-86.1% | $6,507-91.3% |
| Admin fee / account holder | $3,885 | $10,433-62.8% | $8,777-55.7% | $12,624-69.2% |