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 | $93,289 | $102,317-8.8% | $146,958-36.5% | $80,856+15.4% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 10.02% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $640 | $3,713-82.8% | $4,933-87.0% | $2,755-76.8% |
| Participant deferral / active EE | $1,503 | $6,644-77.4% | $8,070-81.4% | $4,296-65.0% |
| Admin fee / account holder | $8,696 | $7,941+9.5% | $12,998-33.1% | $6,918+25.7% |