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 | $40,842 | $125,758-67.5% | $169,993-76.0% | $75,163-45.7% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 9.82% | 27.20%-17.4pp | 53.37%-43.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,275 | $4,615-72.4% | $6,785-81.2% | $2,670-52.2% |
| Participant deferral / active EE | $2,377 | $6,837-65.2% | $10,408-77.2% | $4,125-42.4% |
| Admin fee / account holder | $659 | $8,173-91.9% | $12,815-94.9% | $5,651-88.3% |