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 | $59,459 | $65,365-9.0% | $92,893-36.0% | $72,985-18.5% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | 7.52% | 42.10%-34.6pp | 109.41%-101.9pp | 81.00%-73.5pp |
| Employer contribution / active EE | $428 | $2,594-83.5% | $3,653-88.3% | $2,440-82.5% |
| Participant deferral / active EE | $1,230 | $3,128-60.7% | $4,236-71.0% | $3,607-65.9% |
| Admin fee / account holder | $1,233 | $4,251-71.0% | $5,794-78.7% | $5,124-75.9% |