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 | $73,344 | $80,968-9.4% | $96,544-24.0% | $75,163-2.4% |
| Participation rate | 79.3% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.1pp |
| Annual return | 11.75% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $618 | $2,282-72.9% | $2,965-79.1% | $2,670-76.8% |
| Participant deferral / active EE | $1,357 | $3,928-65.4% | $4,851-72.0% | $4,125-67.1% |
| Admin fee / account holder | $19,925 | $6,724+196.3% | $8,252+141.4% | $5,651+252.6% |