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 | $207,662 | $70,669+193.9% | $169,368+22.6% | $75,163+176.3% |
| Participation rate | 74.1% | 64.8%+9.3pp | 77.1%-3.1pp | 67.2%+6.9pp |
| Annual return | 9.57% | 36.36%-26.8pp | 405.60%-396.0pp | 160.62%-151.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,072 | $4,311-75.1% | $6,221-82.8% | $4,125-74.0% |
| Admin fee / account holder | $6,955 | $5,402+28.7% | $9,003-22.7% | $5,651+23.1% |