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 | $61,457 | $197,591-68.9% | $177,821-65.4% | $158,922-61.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 5.29% | 58.76%-53.5pp | 48.32%-43.0pp | 302.83%-297.5pp |
| Employer contribution / active EE | $1,131 | $6,697-83.1% | $5,918-80.9% | $4,761-76.3% |
| Participant deferral / active EE | $1,434 | $8,405-82.9% | $7,714-81.4% | $5,982-76.0% |
| Admin fee / account holder | $4,493 | $15,399-70.8% | $12,427-63.8% | $11,246-60.0% |