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 4-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 | $25,663 | $76,552-66.5% | $123,892-79.3% | $62,891-59.2% |
| Participation rate | 74.4% | 73.0%+1.4pp | 81.4%-7.1pp | 69.3%+5.1pp |
| Annual return | 5.51% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $427 | $2,883-85.2% | $4,617-90.8% | $2,281-81.3% |
| Participant deferral / active EE | $1,723 | $4,840-64.4% | $5,984-71.2% | $3,203-46.2% |
| Admin fee / account holder | $1,199 | $4,826-75.2% | $8,357-85.7% | $4,296-72.1% |