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 | $68,967 | $140,588-50.9% | $123,104-44.0% | $125,391-45.0% |
| Participation rate | 84.6% | 88.2%-3.6pp | 86.8%-2.2pp | 83.2%+1.4pp |
| Annual return | -4.48% | 16.80%-21.3pp | 13.22%-17.7pp | 282.22%-286.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,216 | $6,980-82.6% | $6,230-80.5% | $5,352-77.3% |
| Admin fee / account holder | $2,954 | $11,198-73.6% | $9,015-67.2% | $9,540-69.0% |