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 | $94,768 | $162,781-41.8% | $133,956-29.3% | $158,922-40.4% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | -5.11% | 41.94%-47.0pp | 45.09%-50.2pp | 302.83%-307.9pp |
| Employer contribution / active EE | $888 | $4,975-82.1% | $3,919-77.3% | $4,761-81.3% |
| Participant deferral / active EE | $1,424 | $5,911-75.9% | $5,048-71.8% | $5,982-76.2% |
| Admin fee / account holder | $21,005 | $11,736+79.0% | $8,927+135.3% | $11,246+86.8% |