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 | $112,800 | $146,267-22.9% | $197,124-42.8% | $82,448+36.8% |
| Participation rate | 80.8% | 84.0%-3.2pp | 86.7%-5.9pp | 68.1%+12.7pp |
| Annual return | 9.92% | 29.61%-19.7pp | 44.34%-34.4pp | 41.64%-31.7pp |
| Employer contribution / active EE | $998 | $4,723-78.9% | $6,227-84.0% | $2,551-60.9% |
| Participant deferral / active EE | $2,463 | $7,035-65.0% | $9,135-73.0% | $4,139-40.5% |
| Admin fee / account holder | $10,943 | $14,422-24.1% | $16,298-32.9% | $7,234+51.3% |