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 | $68,216 | $154,228-55.8% | $145,433-53.1% | $137,256-50.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 3.50% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $798 | $4,804-83.4% | $4,554-82.5% | $4,156-80.8% |
| Participant deferral / active EE | $2,290 | $8,216-72.1% | $7,897-71.0% | $6,407-64.3% |
| Admin fee / account holder | $167,596 | $14,344+1068.4% | $13,129+1176.5% | $12,270+1265.9% |