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 | $71,228 | $125,758-43.4% | $169,993-58.1% | $75,163-5.2% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.0%-1.8pp | 67.2%+18.0pp |
| Annual return | 12.58% | 27.20%-14.6pp | 53.37%-40.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,136 | $4,615-75.4% | $6,785-83.3% | $2,670-57.4% |
| Participant deferral / active EE | $506 | $6,837-92.6% | $10,408-95.1% | $4,125-87.7% |
| Admin fee / account holder | $8,317 | $8,173+1.8% | $12,815-35.1% | $5,651+47.2% |