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 7-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 | $30,530 | $183,592-83.4% | $155,567-80.4% | $145,959-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.27% | 61.24%-60.0pp | 64.74%-63.5pp | 561.95%-560.7pp |
| Employer contribution / active EE | $879 | $5,315-83.5% | $4,674-81.2% | $4,661-81.2% |
| Participant deferral / active EE | $688 | $6,464-89.4% | $5,628-87.8% | $6,689-89.7% |
| Admin fee / account holder | $1,981 | $19,318-89.7% | $15,916-87.6% | $13,398-85.2% |