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 | $168,281 | $60,349+178.8% | $74,183+126.8% | $62,891+167.6% |
| Participation rate | 71.7% | 72.7%-1.0pp | 76.6%-4.9pp | 69.3%+2.4pp |
| Annual return | 4.17% | 21.37%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,163 | $2,856-59.3% | $3,550-67.2% | $3,203-63.7% |
| Admin fee / account holder | $120,703 | $4,261+2732.6% | $5,586+2060.9% | $4,296+2709.9% |