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 | $72,958 | $171,865-57.5% | $149,718-51.3% | $147,584-50.6% |
| Participation rate | 85.0% | 88.2%-3.2pp | 87.1%-2.1pp | 82.8%+2.2pp |
| Annual return | 4.69% | 2113.22%-2108.5pp | 1501.63%-1496.9pp | 578.55%-573.9pp |
| Employer contribution / active EE | $50 | $6,275-99.2% | $5,445-99.1% | $4,876-99.0% |
| Participant deferral / active EE | $2,285 | $7,271-68.6% | $6,569-65.2% | $5,439-58.0% |
| Admin fee / account holder | $2,429 | $13,799-82.4% | $11,283-78.5% | $10,885-77.7% |