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 | $45,716 | $117,841-61.2% | $102,423-55.4% | $145,922-68.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.74% | 31.65%-24.9pp | 29.32%-22.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $849 | $3,615-76.5% | $3,023-71.9% | $4,660-81.8% |
| Participant deferral / active EE | $1,656 | $5,731-71.1% | $5,053-67.2% | $6,688-75.2% |
| Admin fee / account holder | $930 | $13,326-93.0% | $9,451-90.2% | $13,397-93.1% |