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 9-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 | $84,889 | $68,346+24.2% | $94,646-10.3% | $75,163+12.9% |
| Participation rate | 71.0% | 76.1%-5.1pp | 80.8%-9.9pp | 67.2%+3.8pp |
| Annual return | 14.26% | 616.93%-602.7pp | 156.71%-142.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,939 | $6,537-70.3% | $7,418-73.9% | $4,125-53.0% |
| Admin fee / account holder | $3,961 | $5,326-25.6% | $7,231-45.2% | $5,651-29.9% |