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 | $77,419 | $72,114+7.4% | $108,745-28.8% | $62,891+23.1% |
| Participation rate | 85.2% | 74.6%+10.6pp | 77.7%+7.5pp | 69.3%+15.9pp |
| Annual return | 1.92% | 13.41%-11.5pp | 46.22%-44.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $245 | $2,694-90.9% | $3,323-92.6% | $2,281-89.3% |
| Participant deferral / active EE | $1,132 | $4,044-72.0% | $5,121-77.9% | $3,203-64.7% |
| Admin fee / account holder | $7,409 | $4,608+60.8% | $6,144+20.6% | $4,296+72.5% |