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 | $114,857 | $148,978-22.9% | $200,582-42.7% | $84,808+35.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 10.06% | 28.16%-18.1pp | 42.33%-32.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,320 | $4,815-72.6% | $6,419-79.4% | $2,631-49.8% |
| Participant deferral / active EE | $2,632 | $7,142-63.2% | $9,331-71.8% | $4,212-37.5% |
| Admin fee / account holder | $3,891 | $13,977-72.2% | $16,305-76.1% | $7,344-47.0% |