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 | $96,295 | $137,414-29.9% | $189,513-49.2% | $85,850+12.2% |
| Participation rate | 84.6% | 84.6%0pp | 87.8%-3.2pp | 69.3%+15.3pp |
| Annual return | 9.53% | 38.14%-28.6pp | 555.15%-545.6pp | 318.53%-309.0pp |
| Employer contribution / active EE | $521 | $4,344-88.0% | $6,162-91.6% | $2,565-79.7% |
| Participant deferral / active EE | $2,751 | $6,260-56.1% | $8,221-66.5% | $3,952-30.4% |
| Admin fee / account holder | $1,617 | $8,630-81.3% | $12,045-86.6% | $6,260-74.2% |