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 | $86,029 | $95,803-10.2% | $113,168-24.0% | $84,808+1.4% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 7.14% | 25.00%-17.9pp | 24.27%-17.1pp | 40.90%-33.8pp |
| Employer contribution / active EE | $156 | $2,360-93.4% | $2,975-94.8% | $2,631-94.1% |
| Participant deferral / active EE | $1,930 | $4,242-54.5% | $5,107-62.2% | $4,212-54.2% |
| Admin fee / account holder | $2,630 | $8,989-70.7% | $12,068-78.2% | $7,344-64.2% |