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 | $109,120 | $95,803+13.9% | $113,168-3.6% | $84,808+28.7% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 6.17% | 25.00%-18.8pp | 24.27%-18.1pp | 40.90%-34.7pp |
| Employer contribution / active EE | $304 | $2,360-87.1% | $2,975-89.8% | $2,631-88.4% |
| Participant deferral / active EE | $1,916 | $4,242-54.8% | $5,107-62.5% | $4,212-54.5% |
| Admin fee / account holder | $1,190 | $8,989-86.8% | $12,068-90.1% | $7,344-83.8% |