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 | $124,930 | $214,378-41.7% | $200,582-37.7% | $142,382-12.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.03% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $288 | $6,841-95.8% | $6,419-95.5% | $4,299-93.3% |
| Participant deferral / active EE | $576 | $9,865-94.2% | $9,331-93.8% | $6,507-91.1% |
| Admin fee / account holder | $1,598 | $17,692-91.0% | $16,305-90.2% | $12,624-87.3% |