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 | $70,655 | $100,041-29.4% | $149,718-52.8% | $70,131+0.7% |
| Participation rate | 70.0% | 83.6%-13.6pp | 87.1%-17.1pp | 69.5%+0.5pp |
| Annual return | 9.82% | 27.43%-17.6pp | 1501.63%-1491.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,008 | $3,662-72.5% | $5,445-81.5% | $2,342-57.0% |
| Participant deferral / active EE | $1,726 | $4,983-65.4% | $6,569-73.7% | $3,332-48.2% |
| Admin fee / account holder | $9,216 | $8,286+11.2% | $11,283-18.3% | $4,645+98.4% |