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 9-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 | $242,759 | $183,592+32.2% | $155,567+56.0% | $145,959+66.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.84% | 61.24%-53.4pp | 64.74%-56.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $75 | $5,315-98.6% | $4,674-98.4% | $4,661-98.4% |
| Participant deferral / active EE | $1,601 | $6,464-75.2% | $5,628-71.6% | $6,689-76.1% |
| Admin fee / account holder | $6,836 | $19,318-64.6% | $15,916-57.0% | $13,398-49.0% |