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 | $54,247 | $95,803-43.4% | $113,168-52.1% | $84,808-36.0% |
| Participation rate | 82.1% | 72.9%+9.3pp | 76.6%+5.6pp | 68.3%+13.8pp |
| Annual return | 6.04% | 25.00%-19.0pp | 24.27%-18.2pp | 40.90%-34.9pp |
| Employer contribution / active EE | $309 | $2,360-86.9% | $2,975-89.6% | $2,631-88.2% |
| Participant deferral / active EE | $522 | $4,242-87.7% | $5,107-89.8% | $4,212-87.6% |
| Admin fee / account holder | $112,395 | $8,989+1150.4% | $12,068+831.4% | $7,344+1430.5% |