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 | $78,762 | $74,927+5.1% | $101,794-22.6% | $84,808-7.1% |
| Participation rate | 85.3% | 61.4%+23.9pp | 69.2%+16.1pp | 68.3%+17.0pp |
| Annual return | 11.26% | 18.70%-7.4pp | 30.53%-19.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $184 | $1,522-87.9% | $2,289-92.0% | $2,631-93.0% |
| Participant deferral / active EE | $926 | $3,099-70.1% | $4,084-77.3% | $4,212-78.0% |
| Admin fee / account holder | $2,565 | $6,514-60.6% | $8,777-70.8% | $7,344-65.1% |