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 | $82,934 | $154,228-46.2% | $145,433-43.0% | $137,256-39.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.22% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $702 | $4,804-85.4% | $4,554-84.6% | $4,156-83.1% |
| Participant deferral / active EE | $1,931 | $8,216-76.5% | $7,897-75.5% | $6,407-69.9% |
| Admin fee / account holder | $1,891 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |