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 | $74,832 | $85,766-12.7% | $136,294-45.1% | $70,131+6.7% |
| Participation rate | 73.1% | 74.2%-1.1pp | 81.9%-8.8pp | 69.5%+3.5pp |
| Annual return | 10.58% | 31.45%-20.9pp | 5155.94%-5145.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,266 | $5,051-74.9% | $6,247-79.7% | $3,332-62.0% |
| Admin fee / account holder | $2,079 | $5,420-61.7% | $9,243-77.5% | $4,645-55.3% |