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 | $77,108 | $181,894-57.6% | $156,549-50.7% | $273,961-71.9% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 2.56% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $912 | $6,248-85.4% | $5,501-83.4% | $4,869-81.3% |
| Participant deferral / active EE | $1,793 | $5,550-67.7% | $4,871-63.2% | $5,287-66.1% |
| Admin fee / account holder | $7,912 | $15,559-49.2% | $13,027-39.3% | $10,132-21.9% |