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 | $98,483 | $165,335-40.4% | $149,696-34.2% | $158,922-38.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.37% | 348.15%-343.8pp | 276.60%-272.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $212 | $5,103-95.8% | $4,644-95.4% | $4,761-95.5% |
| Participant deferral / active EE | $1,705 | $7,181-76.3% | $6,842-75.1% | $5,982-71.5% |
| Admin fee / account holder | $9,235 | $10,807-14.5% | $9,309-0.8% | $11,246-17.9% |