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 | $22,038 | $88,707-75.2% | $74,183-70.3% | $273,961-92.0% |
| Participation rate | 76.5% | 79.4%-3.0pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | -4.39% | 11.94%-16.3pp | 17.74%-22.1pp | 41.45%-45.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $436 | $4,212-89.6% | $3,550-87.7% | $5,287-91.7% |
| Admin fee / account holder | $2,970 | $8,717-65.9% | $5,586-46.8% | $10,132-70.7% |