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 | $73,410 | $76,552-4.1% | $123,892-40.7% | $62,891+16.7% |
| Participation rate | 72.0% | 73.0%-0.9pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | -7.05% | 18.68%-25.7pp | 47.52%-54.6pp | 20.14%-27.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $487 | $4,840-89.9% | $5,984-91.9% | $3,203-84.8% |
| Admin fee / account holder | $6,887 | $4,826+42.7% | $8,357-17.6% | $4,296+60.3% |