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 | $48,368 | $176,812-72.6% | $146,665-67.0% | $167,490-71.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.74% | 24.03%-22.3pp | 22.74%-21.0pp | 478.56%-476.8pp |
| Employer contribution / active EE | $587 | $5,160-88.6% | $4,136-85.8% | $4,837-87.9% |
| Participant deferral / active EE | $666 | $6,440-89.7% | $5,506-87.9% | $6,341-89.5% |
| Admin fee / account holder | $3,914 | $13,259-70.5% | $10,280-61.9% | $12,309-68.2% |