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 | $69,507 | $78,422-11.4% | $95,952-27.6% | $79,858-13.0% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 3.29% | 19.37%-16.1pp | 91.61%-88.3pp | 31.71%-28.4pp |
| Employer contribution / active EE | $162 | $1,945-91.6% | $2,541-93.6% | $2,471-93.4% |
| Participant deferral / active EE | $882 | $3,440-74.4% | $4,167-78.8% | $3,740-76.4% |
| Admin fee / account holder | $6,040 | $5,622+7.4% | $6,795-11.1% | $5,306+13.8% |