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 | $44,936 | $87,733-48.8% | $106,548-57.8% | $85,850-47.7% |
| Participation rate | 86.2% | 71.9%+14.3pp | 76.1%+10.1pp | 69.3%+16.9pp |
| Annual return | 1.17% | 21.86%-20.7pp | 26.80%-25.6pp | 318.53%-317.4pp |
| Employer contribution / active EE | $127 | $2,073-93.9% | $2,819-95.5% | $2,565-95.0% |
| Participant deferral / active EE | $254 | $3,469-92.7% | $4,398-94.2% | $3,952-93.6% |
| Admin fee / account holder | $3,421 | $6,767-49.5% | $7,407-53.8% | $6,260-45.4% |