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 | $87,865 | $109,359-19.7% | $162,163-45.8% | $72,985+20.4% |
| Participation rate | 84.6% | 84.3%+0.4pp | 87.6%-2.9pp | 69.5%+15.1pp |
| Annual return | 12.77% | 25.46%-12.7pp | 115.59%-102.8pp | 81.00%-68.2pp |
| Employer contribution / active EE | $625 | $3,907-84.0% | $5,614-88.9% | $2,440-74.4% |
| Participant deferral / active EE | $2,073 | $5,481-62.2% | $7,298-71.6% | $3,607-42.5% |
| Admin fee / account holder | $70,520 | $7,972+784.6% | $10,843+550.4% | $5,124+1276.2% |