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 4-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 | $20,099 | $159,602-87.4% | $150,045-86.6% | $142,382-85.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 6.66% | 70.24%-63.6pp | 62.55%-55.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $550 | $4,961-88.9% | $4,693-88.3% | $4,299-87.2% |
| Participant deferral / active EE | $2,135 | $8,310-74.3% | $7,997-73.3% | $6,507-67.2% |
| Admin fee / account holder | $42,335 | $14,846+185.2% | $13,435+215.1% | $12,624+235.4% |