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 | $36,795 | $75,963-51.6% | $97,995-62.5% | $70,131-47.5% |
| Participation rate | 95.9% | 77.0%+19.0pp | 82.4%+13.5pp | 69.5%+26.4pp |
| Annual return | 9.05% | 19.26%-10.2pp | 23.94%-14.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $791 | $3,278-75.9% | $4,158-81.0% | $2,342-66.2% |
| Participant deferral / active EE | $556 | $4,053-86.3% | $5,097-89.1% | $3,332-83.3% |
| Admin fee / account holder | $766 | $5,407-85.8% | $5,943-87.1% | $4,645-83.5% |