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 | $177,278 | $127,065+39.5% | $113,168+56.7% | $142,382+24.5% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 1.07% | 24.03%-23.0pp | 24.27%-23.2pp | 217.08%-216.0pp |
| Employer contribution / active EE | $353 | $3,442-89.7% | $2,975-88.1% | $4,299-91.8% |
| Participant deferral / active EE | $895 | $5,716-84.4% | $5,107-82.5% | $6,507-86.3% |
| Admin fee / account holder | $3,797 | $15,736-75.9% | $12,068-68.5% | $12,624-69.9% |