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 | $217,424 | $167,307+30.0% | $143,757+51.2% | $134,475+61.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -23.00% | 0.46%-23.5pp | -0.04%-23.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $997 | $5,619-82.2% | $4,951-79.9% | $4,740-79.0% |
| Participant deferral / active EE | $1,991 | $6,446-69.1% | $5,637-64.7% | $6,400-68.9% |
| Admin fee / account holder | $5,303 | $18,088-70.7% | $14,673-63.9% | $11,426-53.6% |