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 | $88,103 | $95,803-8.0% | $113,168-22.1% | $84,808+3.9% |
| Participation rate | 73.2% | 72.9%+0.3pp | 76.6%-3.4pp | 68.3%+4.9pp |
| Annual return | 12.09% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $64 | $2,360-97.3% | $2,975-97.8% | $2,631-97.6% |
| Participant deferral / active EE | $700 | $4,242-83.5% | $5,107-86.3% | $4,212-83.4% |
| Admin fee / account holder | $62,581 | $8,989+596.2% | $12,068+418.6% | $7,344+752.2% |