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 | $75,697 | $209,336-63.8% | $197,124-61.6% | $137,256-44.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.06% | 48.09%-42.0pp | 44.34%-38.3pp | 220.34%-214.3pp |
| Employer contribution / active EE | $797 | $6,591-87.9% | $6,227-87.2% | $4,156-80.8% |
| Participant deferral / active EE | $1,710 | $9,614-82.2% | $9,135-81.3% | $6,407-73.3% |
| Admin fee / account holder | $445 | $17,308-97.4% | $16,298-97.3% | $12,270-96.4% |