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 | $33,353 | $201,259-83.4% | $184,200-81.9% | $145,959-77.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 8.09% | 28.98%-20.9pp | 28.80%-20.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,255 | $7,018-82.1% | $6,424-80.5% | $4,661-73.1% |
| Participant deferral / active EE | $1,908 | $9,806-80.5% | $9,132-79.1% | $6,689-71.5% |
| Admin fee / account holder | $19,144 | $16,372+16.9% | $13,907+37.7% | $13,398+42.9% |