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 | $78,566 | $103,966-24.4% | $112,887-30.4% | $75,163+4.5% |
| Participation rate | 86.7% | 75.7%+11.0pp | 80.5%+6.2pp | 67.2%+19.5pp |
| Annual return | 11.62% | 24.54%-12.9pp | 34.10%-22.5pp | 160.62%-149.0pp |
| Employer contribution / active EE | $974 | $3,870-74.8% | $4,563-78.7% | $2,670-63.5% |
| Participant deferral / active EE | $1,429 | $5,456-73.8% | $6,513-78.1% | $4,125-65.4% |
| Admin fee / account holder | $11,725 | $7,663+53.0% | $7,047+66.4% | $5,651+107.5% |