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 | $241,603 | $80,673+199.5% | $101,326+138.4% | $84,808+184.9% |
| Participation rate | 81.0% | 77.8%+3.2pp | 81.5%-0.5pp | 68.3%+12.6pp |
| Annual return | 11.42% | 38.95%-27.5pp | 36.82%-25.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,447 | $6,840-78.8% | $7,994-81.9% | $4,212-65.6% |
| Admin fee / account holder | $14,790 | $12,784+15.7% | $11,185+32.2% | $7,344+101.4% |