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 | $62,517 | $63,346-1.3% | $92,233-32.2% | $70,131-10.9% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 12.17% | 530.12%-517.9pp | 176.28%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $470 | $2,471-81.0% | $3,679-87.2% | $2,342-79.9% |
| Participant deferral / active EE | $647 | $2,854-77.3% | $3,897-83.4% | $3,332-80.6% |
| Admin fee / account holder | $15,300 | $3,840+298.4% | $5,194+194.6% | $4,645+229.4% |