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 | $90,066 | $197,591-54.4% | $177,821-49.4% | $158,922-43.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | -10.42% | 58.76%-69.2pp | 48.32%-58.7pp | 302.83%-313.3pp |
| Employer contribution / active EE | $409 | $6,697-93.9% | $5,918-93.1% | $4,761-91.4% |
| Participant deferral / active EE | $1,740 | $8,405-79.3% | $7,714-77.4% | $5,982-70.9% |
| Admin fee / account holder | $8,129 | $15,399-47.2% | $12,427-34.6% | $11,246-27.7% |