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 | $115,341 | $109,881+5.0% | $150,045-23.1% | $84,808+36.0% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 12.28% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $111 | $3,561-96.9% | $4,693-97.6% | $2,631-95.8% |
| Participant deferral / active EE | $2,434 | $6,636-63.3% | $7,997-69.6% | $4,212-42.2% |
| Admin fee / account holder | $9,581 | $8,568+11.8% | $13,435-28.7% | $7,344+30.5% |