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 | $179,726-54.9% | $156,263-48.1% | $142,382-43.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 8.18% | 77.86%-69.7pp | 59.47%-51.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $417 | $5,069-91.8% | $4,333-90.4% | $4,299-90.3% |
| Participant deferral / active EE | $1,719 | $6,956-75.3% | $6,158-72.1% | $6,507-73.6% |
| Admin fee / account holder | $920 | $17,272-94.7% | $14,255-93.5% | $12,624-92.7% |