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 | $107,955 | $110,257-2.1% | $96,544+11.8% | $139,434-22.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 6.45% | 26.32%-19.9pp | 25.84%-19.4pp | 372.94%-366.5pp |
| Employer contribution / active EE | $520 | $3,620-85.6% | $2,965-82.5% | $4,751-89.0% |
| Participant deferral / active EE | $1,225 | $5,548-77.9% | $4,851-74.7% | $6,710-81.7% |
| Admin fee / account holder | $2,087 | $11,591-82.0% | $8,252-74.7% | $11,403-81.7% |