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 9-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 | $40,537 | $101,763-60.2% | $164,866-75.4% | $80,874-49.9% |
| Participation rate | 82.9% | 71.8%+11.1pp | 78.6%+4.3pp | 67.6%+15.3pp |
| Annual return | 3.79% | 16.73%-12.9pp | 69.97%-66.2pp | 35.62%-31.8pp |
| Employer contribution / active EE | $706 | $2,954-76.1% | $4,343-83.7% | $2,756-74.4% |
| Participant deferral / active EE | $769 | $4,477-82.8% | $6,033-87.3% | $4,297-82.1% |
| Admin fee / account holder | $6,930 | $8,228-15.8% | $12,689-45.4% | $6,935-0.1% |