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 | $119,650 | $181,894-34.2% | $156,549-23.6% | $273,961-56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.07% | 30.74%-30.8pp | 32.23%-32.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $804 | $6,248-87.1% | $5,501-85.4% | $4,869-83.5% |
| Participant deferral / active EE | $1,543 | $5,550-72.2% | $4,871-68.3% | $5,287-70.8% |
| Admin fee / account holder | $7,665 | $15,559-50.7% | $13,027-41.2% | $10,132-24.4% |