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 8-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 | $116,701 | $72,492+61.0% | $87,100+34.0% | $72,985+59.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 2.55% | 24.46%-21.9pp | 28.19%-25.6pp | 81.00%-78.5pp |
| Employer contribution / active EE | $159 | $1,894-91.6% | $2,521-93.7% | $2,440-93.5% |
| Participant deferral / active EE | $470 | $3,270-85.6% | $4,049-88.4% | $3,607-87.0% |
| Admin fee / account holder | $13,759 | $5,055+172.2% | $7,497+83.5% | $5,124+168.5% |