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 | $126,593 | $60,349+109.8% | $74,183+70.6% | $62,891+101.3% |
| Participation rate | 80.8% | 72.7%+8.0pp | 76.6%+4.2pp | 69.3%+11.5pp |
| Annual return | 1.56% | 21.37%-19.8pp | 17.74%-16.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $98 | $1,680-94.1% | $2,370-95.8% | $2,281-95.7% |
| Participant deferral / active EE | $593 | $2,856-79.2% | $3,550-83.3% | $3,203-81.5% |
| Admin fee / account holder | $568 | $4,261-86.7% | $5,586-89.8% | $4,296-86.8% |