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 5-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 | $122,431 | $91,407+33.9% | $135,903-9.9% | $71,457+71.3% |
| Participation rate | 82.2% | 75.7%+6.5pp | 81.9%+0.3pp | 67.9%+14.3pp |
| Annual return | 14.23% | 29.90%-15.7pp | 68.23%-54.0pp | 28.85%-14.6pp |
| Employer contribution / active EE | $398 | $3,703-89.2% | $4,856-91.8% | $2,588-84.6% |
| Participant deferral / active EE | $885 | $7,092-87.5% | $7,758-88.6% | $4,289-79.4% |
| Admin fee / account holder | $2,939 | $1,266+132.2% | $10,762-72.7% | $1,587+85.2% |