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 | $59,171 | $124,425-52.4% | $112,040-47.2% | $137,256-56.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 4.38% | 24.72%-20.3pp | 24.52%-20.1pp | 220.34%-216.0pp |
| Employer contribution / active EE | $748 | $3,411-78.1% | $2,954-74.7% | $4,156-82.0% |
| Participant deferral / active EE | $1,279 | $5,718-77.6% | $5,098-74.9% | $6,407-80.0% |
| Admin fee / account holder | $9,472 | $15,207-37.7% | $12,098-21.7% | $12,270-22.8% |