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 | $42,880 | $138,347-69.0% | $184,203-76.7% | $80,856-47.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 7.16% | 20.02%-12.9pp | 28.81%-21.6pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,435 | $4,850-70.4% | $6,427-77.7% | $2,755-47.9% |
| Participant deferral / active EE | $2,381 | $7,071-66.3% | $9,131-73.9% | $4,296-44.6% |
| Admin fee / account holder | $2,043 | $10,483-80.5% | $13,901-85.3% | $6,918-70.5% |