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 | $134,594 | $127,386+5.7% | $115,037+17.0% | $125,391+7.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.91% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $705 | $5,166-86.3% | $4,608-84.7% | $4,866-85.5% |
| Participant deferral / active EE | $1,331 | $6,423-79.3% | $6,026-77.9% | $5,352-75.1% |
| Admin fee / account holder | $19,285 | $9,516+102.7% | $8,175+135.9% | $9,540+102.1% |