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 | $148,978-24.3% | $200,582-43.8% | $84,808+33.0% |
| Participation rate | 80.8% | 84.2%-3.5pp | 86.9%-6.1pp | 68.3%+12.5pp |
| Annual return | 9.92% | 28.16%-18.2pp | 42.33%-32.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $998 | $4,815-79.3% | $6,419-84.5% | $2,631-62.1% |
| Participant deferral / active EE | $2,463 | $7,142-65.5% | $9,331-73.6% | $4,212-41.5% |
| Admin fee / account holder | $10,943 | $13,977-21.7% | $16,305-32.9% | $7,344+49.0% |