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 | $91,692 | $77,503+18.3% | $100,391-8.7% | $80,856+13.4% |
| Participation rate | 73.3% | 76.9%-3.6pp | 81.5%-8.1pp | 67.6%+5.7pp |
| Annual return | 11.88% | 37.20%-25.3pp | 49.20%-37.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,141 | $6,820-68.6% | $8,082-73.5% | $4,296-50.2% |
| Admin fee / account holder | $2,289 | $5,897-61.2% | $7,899-71.0% | $6,918-66.9% |