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 | $41,466 | $102,317-59.5% | $146,958-71.8% | $80,856-48.7% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 8.46% | 134.76%-126.3pp | 418.34%-409.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $683 | $3,713-81.6% | $4,933-86.2% | $2,755-75.2% |
| Participant deferral / active EE | $2,102 | $6,644-68.4% | $8,070-74.0% | $4,296-51.1% |
| Admin fee / account holder | $3,412 | $7,941-57.0% | $12,998-73.8% | $6,918-50.7% |