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 | $80,321 | $125,758-36.1% | $169,993-52.8% | $75,163+6.9% |
| Participation rate | 75.5% | 83.6%-8.1pp | 87.0%-11.5pp | 67.2%+8.3pp |
| Annual return | 11.76% | 27.20%-15.4pp | 53.37%-41.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,322 | $4,615-71.3% | $6,785-80.5% | $2,670-50.5% |
| Participant deferral / active EE | $2,719 | $6,837-60.2% | $10,408-73.9% | $4,125-34.1% |
| Admin fee / account holder | $2,923 | $8,173-64.2% | $12,815-77.2% | $5,651-48.3% |