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 | $84,508 | $109,359-22.7% | $162,163-47.9% | $72,985+15.8% |
| Participation rate | 80.8% | 84.3%-3.5pp | 87.6%-6.8pp | 69.5%+11.3pp |
| Annual return | 5.48% | 25.46%-20.0pp | 115.59%-110.1pp | 81.00%-75.5pp |
| Employer contribution / active EE | $957 | $3,907-75.5% | $5,614-83.0% | $2,440-60.8% |
| Participant deferral / active EE | $599 | $5,481-89.1% | $7,298-91.8% | $3,607-83.4% |
| Admin fee / account holder | $1,640 | $7,972-79.4% | $10,843-84.9% | $5,124-68.0% |