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 6-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 | $75,421 | $175,600-57.0% | $129,110-41.6% | $134,475-43.9% |
| Participation rate | 93.8% | 81.6%+12.2pp | 77.3%+16.5pp | 81.2%+12.5pp |
| Annual return | -20.37% | -11.39%-9.0pp | -10.94%-9.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,535 | $7,975-80.8% | $6,542-76.5% | $6,400-76.0% |
| Admin fee / account holder | $5,625 | $23,567-76.1% | $14,302-60.7% | $11,426-50.8% |