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 | $63,725 | $157,256-59.5% | $141,162-54.9% | $152,861-58.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 11.97% | 64.32%-52.4pp | 71.39%-59.4pp | 345.32%-333.3pp |
| Employer contribution / active EE | $437 | $5,261-91.7% | $4,735-90.8% | $4,762-90.8% |
| Participant deferral / active EE | $550 | $7,109-92.3% | $6,709-91.8% | $5,850-90.6% |
| Admin fee / account holder | $3,590 | $12,120-70.4% | $10,261-65.0% | $11,596-69.0% |