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 | $81,115 | $178,174-54.5% | $156,181-48.1% | $137,256-40.9% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 8.18% | 84.19%-76.0pp | 64.87%-56.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $417 | $4,972-91.6% | $4,294-90.3% | $4,156-90.0% |
| Participant deferral / active EE | $1,719 | $6,888-75.1% | $6,132-72.0% | $6,407-73.2% |
| Admin fee / account holder | $920 | $17,404-94.7% | $14,586-93.7% | $12,270-92.5% |