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 | $78,603 | $142,405-44.8% | $115,157-31.7% | $152,861-48.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 3.37% | 41.48%-38.1pp | 35.60%-32.2pp | 345.32%-342.0pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,219 | $5,164-76.4% | $4,168-70.8% | $5,850-79.2% |
| Admin fee / account holder | $1,489 | $8,462-82.4% | $7,088-79.0% | $11,596-87.2% |