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 | $28,562 | $179,726-84.1% | $156,263-81.7% | $142,382-79.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 6.81% | 77.86%-71.0pp | 59.47%-52.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,046 | $5,069-79.4% | $4,333-75.9% | $4,299-75.7% |
| Participant deferral / active EE | $1,262 | $6,956-81.9% | $6,158-79.5% | $6,507-80.6% |
| Admin fee / account holder | $12,896 | $17,272-25.3% | $14,255-9.5% | $12,624+2.2% |