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 | $16,975 | $148,534-88.6% | $135,903-87.5% | $139,434-87.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 11.20% | 79.19%-68.0pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $728 | $5,243-86.1% | $4,856-85.0% | $4,751-84.7% |
| Participant deferral / active EE | $1,570 | $8,100-80.6% | $7,758-79.8% | $6,710-76.6% |
| Admin fee / account holder | $1,739 | $12,400-86.0% | $10,762-83.8% | $11,403-84.8% |