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 | $61,967 | $106,515-41.8% | $96,683-35.9% | $139,434-55.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | -1.78% | 38.43%-40.2pp | 35.69%-37.5pp | 372.94%-374.7pp |
| Employer contribution / active EE | $330 | $4,103-92.0% | $3,737-91.2% | $4,751-93.1% |
| Participant deferral / active EE | $807 | $5,454-85.2% | $4,878-83.5% | $6,710-88.0% |
| Admin fee / account holder | $790 | $7,877-90.0% | $6,730-88.3% | $11,403-93.1% |