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 | $71,748 | $58,828+22.0% | $77,999-8.0% | $62,891+14.1% |
| Participation rate | 87.5% | 71.1%+16.4pp | 75.5%+12.0pp | 69.3%+18.2pp |
| Annual return | 4.75% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $184 | $1,672-89.0% | $2,470-92.5% | $2,281-91.9% |
| Participant deferral / active EE | $933 | $2,686-65.3% | $3,497-73.3% | $3,203-70.9% |
| Admin fee / account holder | $6,108 | $4,393+39.0% | $5,480+11.4% | $4,296+42.2% |