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 | $248,855 | $183,592+35.5% | $155,567+60.0% | $145,959+70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.35% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $998 | $5,315-81.2% | $4,674-78.7% | $4,661-78.6% |
| Participant deferral / active EE | $1,230 | $6,464-81.0% | $5,628-78.1% | $6,689-81.6% |
| Admin fee / account holder | $3,065 | $19,318-84.1% | $15,916-80.7% | $13,398-77.1% |