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 | $55,881 | $109,413-48.9% | $156,263-64.2% | $84,808-34.1% |
| Participation rate | 98.0% | 72.7%+25.3pp | 78.9%+19.1pp | 68.3%+29.7pp |
| Annual return | 10.55% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $777 | $2,907-73.3% | $4,333-82.1% | $2,631-70.5% |
| Participant deferral / active EE | $1,783 | $4,590-61.1% | $6,158-71.0% | $4,212-57.7% |
| Admin fee / account holder | $3,698 | $9,357-60.5% | $14,255-74.1% | $7,344-49.7% |