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 | $44,514 | $71,480-37.7% | $90,782-51.0% | $64,186-30.6% |
| Participation rate | 80.0% | 77.6%+2.4pp | 82.7%-2.7pp | 69.6%+10.4pp |
| Annual return | -10.12% | -4.25%-5.9pp | -3.42%-6.7pp | 7.63%-17.7pp |
| Employer contribution / active EE | $274 | $3,415-92.0% | $4,105-93.3% | $2,381-88.5% |
| Participant deferral / active EE | $628 | $4,302-85.4% | $5,366-88.3% | $3,470-81.9% |
| Admin fee / account holder | $1,319 | $6,309-79.1% | $5,908-77.7% | $4,888-73.0% |