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 | $50,824 | $94,625-46.3% | $116,228-56.3% | $84,808-40.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 11.96% | 20.40%-8.4pp | 90.06%-78.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $331 | $2,347-85.9% | $2,994-88.9% | $2,631-87.4% |
| Participant deferral / active EE | $985 | $3,972-75.2% | $4,953-80.1% | $4,212-76.6% |
| Admin fee / account holder | $6,064 | $10,091-39.9% | $11,989-49.4% | $7,344-17.4% |