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 | $67,640 | $116,175-41.8% | $93,606-27.7% | $152,861-55.8% |
| Participation rate | 84.6% | 78.0%+6.6pp | 75.8%+8.8pp | 82.4%+2.2pp |
| Annual return | 3.46% | 35.96%-32.5pp | 32.76%-29.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $366 | $3,218-88.6% | $2,718-86.5% | $4,762-92.3% |
| Participant deferral / active EE | $1,221 | $4,603-73.5% | $4,069-70.0% | $5,850-79.1% |
| Admin fee / account holder | $1,249 | $10,748-88.4% | $7,888-84.2% | $11,596-89.2% |