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 | $80,819 | $68,346+18.3% | $94,646-14.6% | $75,163+7.5% |
| Participation rate | 79.1% | 76.1%+3.0pp | 80.8%-1.8pp | 67.2%+11.9pp |
| Annual return | 9.72% | 616.93%-607.2pp | 156.71%-147.0pp | 160.62%-150.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,237 | $6,537-65.8% | $7,418-69.8% | $4,125-45.8% |
| Admin fee / account holder | $2,316 | $5,326-56.5% | $7,231-68.0% | $5,651-59.0% |