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 10-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 | $97,589 | $137,414-29.0% | $189,513-48.5% | $85,850+13.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.59% | 38.14%-27.6pp | 555.15%-544.6pp | 318.53%-307.9pp |
| Employer contribution / active EE | $377 | $4,344-91.3% | $6,162-93.9% | $2,565-85.3% |
| Participant deferral / active EE | $767 | $6,260-87.8% | $8,221-90.7% | $3,952-80.6% |
| Admin fee / account holder | $5,794 | $8,630-32.9% | $12,045-51.9% | $6,260-7.4% |