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 | $114,883 | $185,822-38.2% | $169,993-32.4% | $139,434-17.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.82% | 60.50%-50.7pp | 53.37%-43.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,020 | $7,590-86.6% | $6,785-85.0% | $4,751-78.5% |
| Participant deferral / active EE | $2,739 | $11,622-76.4% | $10,408-73.7% | $6,710-59.2% |
| Admin fee / account holder | $2,322 | $15,381-84.9% | $12,815-81.9% | $11,403-79.6% |