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 | $236,660 | $176,056+34.4% | $159,436+48.4% | $167,490+41.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.13% | 331.75%-322.6pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $646 | $5,297-87.8% | $4,829-86.6% | $4,837-86.6% |
| Participant deferral / active EE | $998 | $7,750-87.1% | $7,352-86.4% | $6,341-84.3% |
| Admin fee / account holder | $21,875 | $12,554+74.2% | $10,799+102.6% | $12,309+77.7% |