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 | $61,874 | $153,772-59.8% | $133,980-53.8% | $273,961-77.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 1.63% | 36.51%-34.9pp | 29.30%-27.7pp | 41.45%-39.8pp |
| Employer contribution / active EE | $1,094 | $6,029-81.9% | $5,211-79.0% | $4,869-77.5% |
| Participant deferral / active EE | $1,594 | $6,958-77.1% | $6,282-74.6% | $5,287-69.9% |
| Admin fee / account holder | $1,102 | $11,765-90.6% | $9,324-88.2% | $10,132-89.1% |