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 | $27,417 | $140,940-80.5% | $112,229-75.6% | $139,434-80.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.36% | 32.71%-25.3pp | 30.20%-22.8pp | 372.94%-365.6pp |
| Employer contribution / active EE | $389 | $4,283-90.9% | $3,430-88.7% | $4,751-91.8% |
| Participant deferral / active EE | $1,378 | $5,874-76.5% | $4,798-71.3% | $6,710-79.5% |
| Admin fee / account holder | $8,812 | $9,954-11.5% | $7,748+13.7% | $11,403-22.7% |