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 4-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 | $82,586 | $177,572-53.5% | $154,803-46.7% | $142,382-42.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.78% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $734 | $4,810-84.8% | $4,305-83.0% | $4,299-82.9% |
| Participant deferral / active EE | $1,166 | $6,272-81.4% | $5,540-79.0% | $6,507-82.1% |
| Admin fee / account holder | $858 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |