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 | $151,691 | $162,781-6.8% | $133,956+13.2% | $158,922-4.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.84% | 41.94%-37.1pp | 45.09%-40.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $430 | $4,975-91.4% | $3,919-89.0% | $4,761-91.0% |
| Participant deferral / active EE | $930 | $5,911-84.3% | $5,048-81.6% | $5,982-84.4% |
| Admin fee / account holder | $725 | $11,736-93.8% | $8,927-91.9% | $11,246-93.6% |