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 | $72,520 | $162,781-55.4% | $133,956-45.9% | $158,922-54.4% |
| Participation rate | 73.9% | 83.2%-9.3pp | 79.8%-5.9pp | 82.0%-8.0pp |
| Annual return | 3.56% | 41.94%-38.4pp | 45.09%-41.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,755 | $5,911-70.3% | $5,048-65.2% | $5,982-70.7% |
| Admin fee / account holder | $37,266 | $11,736+217.5% | $8,927+317.4% | $11,246+231.4% |