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 5-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 | $212,224 | $185,822+14.2% | $169,993+24.8% | $139,434+52.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 9.61% | 60.50%-50.9pp | 53.37%-43.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $784 | $7,590-89.7% | $6,785-88.5% | $4,751-83.5% |
| Participant deferral / active EE | $932 | $11,622-92.0% | $10,408-91.0% | $6,710-86.1% |
| Admin fee / account holder | $166,020 | $15,381+979.4% | $12,815+1195.5% | $11,403+1356.0% |