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 | $162,586 | $176,812-8.0% | $146,665+10.9% | $167,490-2.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.01% | 24.03%-17.0pp | 22.74%-15.7pp | 478.56%-471.6pp |
| Employer contribution / active EE | $185 | $5,160-96.4% | $4,136-95.5% | $4,837-96.2% |
| Participant deferral / active EE | $185 | $6,440-97.1% | $5,506-96.6% | $6,341-97.1% |
| Admin fee / account holder | $1,155 | $13,259-91.3% | $10,280-88.8% | $12,309-90.6% |