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 5-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 | $14,559 | $172,111-91.5% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 10.31% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $509 | $4,636-89.0% | $4,154-87.7% | $4,156-87.7% |
| Participant deferral / active EE | $969 | $6,166-84.3% | $5,453-82.2% | $6,407-84.9% |
| Admin fee / account holder | $612 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |