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 5-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 | $109,785 | $65,685+67.1% | $57,179+92.0% | $273,961-59.9% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 0.76% | 21.99%-21.2pp | 14.59%-13.8pp | 41.45%-40.7pp |
| Employer contribution / active EE | $93 | $3,279-97.2% | $2,682-96.5% | $4,869-98.1% |
| Participant deferral / active EE | $79 | $3,782-97.9% | $3,096-97.4% | $5,287-98.5% |
| Admin fee / account holder | $10,832 | $4,835+124.1% | $3,139+245.1% | $10,132+6.9% |