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 | $34,589 | $197,591-82.5% | $177,821-80.5% | $158,922-78.2% |
| Participation rate | 73.7% | 88.5%-14.9pp | 87.7%-14.0pp | 82.0%-8.3pp |
| Annual return | -4.63% | 58.76%-63.4pp | 48.32%-52.9pp | 302.83%-307.5pp |
| Employer contribution / active EE | $267 | $6,697-96.0% | $5,918-95.5% | $4,761-94.4% |
| Participant deferral / active EE | $1,068 | $8,405-87.3% | $7,714-86.2% | $5,982-82.1% |
| Admin fee / account holder | $727 | $15,399-95.3% | $12,427-94.2% | $11,246-93.5% |