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 | $44,637 | $185,822-76.0% | $169,993-73.7% | $139,434-68.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 6.28% | 60.50%-54.2pp | 53.37%-47.1pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,340 | $7,590-82.3% | $6,785-80.3% | $4,751-71.8% |
| Participant deferral / active EE | $2,250 | $11,622-80.6% | $10,408-78.4% | $6,710-66.5% |
| Admin fee / account holder | $113,324 | $15,381+636.8% | $12,815+784.3% | $11,403+893.9% |