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 | $137,506 | $95,803+43.5% | $113,168+21.5% | $84,808+62.1% |
| Participation rate | 86.1% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.8pp |
| Annual return | 11.37% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $570 | $2,360-75.8% | $2,975-80.8% | $2,631-78.3% |
| Participant deferral / active EE | $1,918 | $4,242-54.8% | $5,107-62.4% | $4,212-54.5% |
| Admin fee / account holder | $21,245 | $8,989+136.3% | $12,068+76.0% | $7,344+189.3% |