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 | $13,407 | $49,173-72.7% | $121,098-88.9% | $75,163-82.2% |
| Participation rate | 96.8% | 55.4%+41.4pp | 69.5%+27.3pp | 67.2%+29.6pp |
| Annual return | 9.44% | 55.99%-46.6pp | 985.75%-976.3pp | 160.62%-151.2pp |
| Employer contribution / active EE | $242 | $1,546-84.3% | $4,164-94.2% | $2,670-90.9% |
| Participant deferral / active EE | $650 | $2,628-75.3% | $4,080-84.1% | $4,125-84.2% |
| Admin fee / account holder | $5,120 | $3,942+29.9% | $5,644-9.3% | $5,651-9.4% |