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 | $48,885 | $135,952-64.0% | $123,892-60.5% | $273,961-82.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 2.93% | 56.63%-53.7pp | 47.52%-44.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $682 | $5,170-86.8% | $4,617-85.2% | $4,869-86.0% |
| Participant deferral / active EE | $1,863 | $6,343-70.6% | $5,984-68.9% | $5,287-64.8% |
| Admin fee / account holder | $2,119 | $9,817-78.4% | $8,357-74.6% | $10,132-79.1% |