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 | $74,883 | $127,065-41.1% | $113,168-33.8% | $142,382-47.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.05% | 24.03%-19.0pp | 24.27%-19.2pp | 217.08%-212.0pp |
| Employer contribution / active EE | $535 | $3,442-84.5% | $2,975-82.0% | $4,299-87.6% |
| Participant deferral / active EE | $535 | $5,716-90.6% | $5,107-89.5% | $6,507-91.8% |
| Admin fee / account holder | $31,043 | $15,736+97.3% | $12,068+157.2% | $12,624+145.9% |