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 | $90,996 | $135,952-33.1% | $123,892-26.6% | $273,961-66.8% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 0.83% | 56.63%-55.8pp | 47.52%-46.7pp | 41.45%-40.6pp |
| Employer contribution / active EE | $257 | $5,170-95.0% | $4,617-94.4% | $4,869-94.7% |
| Participant deferral / active EE | $1,945 | $6,343-69.3% | $5,984-67.5% | $5,287-63.2% |
| Admin fee / account holder | $8,342 | $9,817-15.0% | $8,357-0.2% | $10,132-17.7% |