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 | $81,576 | $167,307-51.2% | $143,757-43.3% | $134,475-39.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.57% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $794 | $5,619-85.9% | $4,951-84.0% | $4,740-83.3% |
| Participant deferral / active EE | $1,840 | $6,446-71.5% | $5,637-67.4% | $6,400-71.3% |
| Admin fee / account holder | $683 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |