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 | $80,402 | $125,758-36.1% | $169,993-52.7% | $75,163+7.0% |
| Participation rate | 84.8% | 83.6%+1.3pp | 87.0%-2.2pp | 67.2%+17.7pp |
| Annual return | 11.47% | 27.20%-15.7pp | 53.37%-41.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $933 | $4,615-79.8% | $6,785-86.3% | $2,670-65.1% |
| Participant deferral / active EE | $2,430 | $6,837-64.5% | $10,408-76.7% | $4,125-41.1% |
| Admin fee / account holder | $830 | $8,173-89.8% | $12,815-93.5% | $5,651-85.3% |