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 | $73,787+6.7% | $98,716-20.2% | $82,448-4.5% |
| Participation rate | 85.3% | 61.4%+23.9pp | 69.3%+16.0pp | 68.1%+17.2pp |
| Annual return | 11.26% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $184 | $1,511-87.8% | $2,279-91.9% | $2,551-92.8% |
| Participant deferral / active EE | $926 | $3,081-69.9% | $4,048-77.1% | $4,139-77.6% |
| Admin fee / account holder | $2,565 | $6,500-60.5% | $8,703-70.5% | $7,234-64.5% |