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 9-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 | $73,726 | $201,272-63.4% | $184,203-60.0% | $145,922-49.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.55% | 29.00%-21.4pp | 28.81%-21.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $58 | $7,022-99.2% | $6,427-99.1% | $4,660-98.8% |
| Participant deferral / active EE | $2,463 | $9,806-74.9% | $9,131-73.0% | $6,688-63.2% |
| Admin fee / account holder | $4,212 | $16,364-74.3% | $13,901-69.7% | $13,397-68.6% |