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 4-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 | $139,668 | $109,413+27.7% | $156,263-10.6% | $84,808+64.7% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 5.82% | 20.18%-14.4pp | 59.47%-53.7pp | 40.90%-35.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,329 | $4,590-71.1% | $6,158-78.4% | $4,212-68.5% |
| Admin fee / account holder | $3,783 | $9,357-59.6% | $14,255-73.5% | $7,344-48.5% |