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 | $16,403 | $65,395-74.9% | $182,532-91.0% | $72,985-77.5% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.7pp | 69.5%+16.2pp |
| Annual return | 16.37% | 27.68%-11.3pp | 148.54%-132.2pp | 81.00%-64.6pp |
| Employer contribution / active EE | $308 | $1,911-83.9% | $4,076-92.4% | $2,440-87.4% |
| Participant deferral / active EE | $975 | $3,563-72.6% | $5,524-82.4% | $3,607-73.0% |
| Admin fee / account holder | $1,850 | $4,245-56.4% | $8,592-78.5% | $5,124-63.9% |