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 | $89,869 | $179,726-50.0% | $156,263-42.5% | $142,382-36.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.18% | 77.86%-71.7pp | 59.47%-53.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $616 | $5,069-87.9% | $4,333-85.8% | $4,299-85.7% |
| Participant deferral / active EE | $793 | $6,956-88.6% | $6,158-87.1% | $6,507-87.8% |
| Admin fee / account holder | $22,603 | $17,272+30.9% | $14,255+58.6% | $12,624+79.1% |