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 | $124,544 | $99,341+25.4% | $84,750+47.0% | $273,961-54.5% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 0.24% | 22.93%-22.7pp | 22.78%-22.5pp | 41.45%-41.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $378 | $4,269-91.1% | $3,712-89.8% | $5,287-92.8% |
| Admin fee / account holder | $7,873 | $6,644+18.5% | $5,332+47.7% | $10,132-22.3% |