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 | $80,688 | $177,572-54.6% | $154,803-47.9% | $142,382-43.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.84% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $583 | $4,810-87.9% | $4,305-86.5% | $4,299-86.4% |
| Participant deferral / active EE | $642 | $6,272-89.8% | $5,540-88.4% | $6,507-90.1% |
| Admin fee / account holder | $3,034 | $16,786-81.9% | $14,329-78.8% | $12,624-76.0% |