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 9-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 | $96,466 | $217,402-55.6% | $185,823-48.1% | $167,490-42.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 4.63% | 148.36%-143.7pp | 122.05%-117.4pp | 478.56%-473.9pp |
| Employer contribution / active EE | $521 | $5,873-91.1% | $5,167-89.9% | $4,837-89.2% |
| Participant deferral / active EE | $960 | $6,356-84.9% | $5,568-82.8% | $6,341-84.9% |
| Admin fee / account holder | $690 | $19,811-96.5% | $16,237-95.8% | $12,309-94.4% |