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 | $27,349 | $159,602-82.9% | $150,045-81.8% | $142,382-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.21% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $87 | $4,961-98.2% | $4,693-98.1% | $4,299-98.0% |
| Participant deferral / active EE | $146 | $8,310-98.2% | $7,997-98.2% | $6,507-97.8% |
| Admin fee / account holder | $8,933 | $14,846-39.8% | $13,435-33.5% | $12,624-29.2% |