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 | $31,972 | $84,149-62.0% | $76,080-58.0% | $167,490-80.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 9.24% | 54.99%-45.7pp | 42.50%-33.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $845 | $4,618-81.7% | $3,962-78.7% | $4,837-82.5% |
| Participant deferral / active EE | $845 | $5,796-85.4% | $4,905-82.8% | $6,341-86.7% |
| Admin fee / account holder | $11,387 | $6,410+77.6% | $4,883+133.2% | $12,309-7.5% |