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 | $63,089 | $106,515-40.8% | $96,683-34.7% | $139,434-54.8% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 10.14% | 38.43%-28.3pp | 35.69%-25.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $331 | $4,103-91.9% | $3,737-91.1% | $4,751-93.0% |
| Participant deferral / active EE | $1,324 | $5,454-75.7% | $4,878-72.9% | $6,710-80.3% |
| Admin fee / account holder | $5,427 | $7,877-31.1% | $6,730-19.4% | $11,403-52.4% |