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 | $35,609 | $115,770-69.2% | $101,248-64.8% | $158,922-77.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 5.55% | 56.14%-50.6pp | 46.47%-40.9pp | 302.83%-297.3pp |
| Employer contribution / active EE | $696 | $4,175-83.3% | $3,660-81.0% | $4,761-85.4% |
| Participant deferral / active EE | $562 | $4,957-88.7% | $4,370-87.1% | $5,982-90.6% |
| Admin fee / account holder | $22,589 | $7,245+211.8% | $5,945+279.9% | $11,246+100.9% |