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 | $30,968 | $111,754-72.3% | $103,333-70.0% | $145,922-78.8% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 9.02% | 24.77%-15.7pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $307 | $4,212-92.7% | $3,868-92.1% | $4,660-93.4% |
| Participant deferral / active EE | $1,330 | $5,619-76.3% | $5,057-73.7% | $6,688-80.1% |
| Admin fee / account holder | $343 | $9,750-96.5% | $8,355-95.9% | $13,397-97.4% |