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 | $36,060 | $102,317-64.8% | $146,958-75.5% | $80,856-55.4% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 8.77% | 134.76%-126.0pp | 418.34%-409.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $159 | $3,713-95.7% | $4,933-96.8% | $2,755-94.2% |
| Participant deferral / active EE | $1,547 | $6,644-76.7% | $8,070-80.8% | $4,296-64.0% |
| Admin fee / account holder | $5,593 | $7,941-29.6% | $12,998-57.0% | $6,918-19.1% |