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 | $47,448 | $115,770-59.0% | $101,248-53.1% | $158,922-70.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 2.94% | 56.14%-53.2pp | 46.47%-43.5pp | 302.83%-299.9pp |
| Employer contribution / active EE | $385 | $4,175-90.8% | $3,660-89.5% | $4,761-91.9% |
| Participant deferral / active EE | $1,312 | $4,957-73.5% | $4,370-70.0% | $5,982-78.1% |
| Admin fee / account holder | $6,531 | $7,245-9.9% | $5,945+9.8% | $11,246-41.9% |