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 | $98,026 | $127,065-22.9% | $113,168-13.4% | $142,382-31.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.52% | 24.03%-14.5pp | 24.27%-14.7pp | 217.08%-207.6pp |
| Employer contribution / active EE | $545 | $3,442-84.2% | $2,975-81.7% | $4,299-87.3% |
| Participant deferral / active EE | $1,774 | $5,716-69.0% | $5,107-65.3% | $6,507-72.7% |
| Admin fee / account holder | $36,749 | $15,736+133.5% | $12,068+204.5% | $12,624+191.1% |