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 | $144,121 | $65,365+120.5% | $92,893+55.1% | $72,985+97.5% |
| Participation rate | 83.1% | 68.3%+14.7pp | 76.0%+7.0pp | 69.5%+13.6pp |
| Annual return | 2.06% | 42.10%-40.0pp | 109.41%-107.4pp | 81.00%-78.9pp |
| Employer contribution / active EE | $529 | $2,594-79.6% | $3,653-85.5% | $2,440-78.3% |
| Participant deferral / active EE | $602 | $3,128-80.8% | $4,236-85.8% | $3,607-83.3% |
| Admin fee / account holder | $20,777 | $4,251+388.7% | $5,794+258.6% | $5,124+305.5% |