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 | $22,437 | $157,256-85.7% | $141,162-84.1% | $152,861-85.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 4.68% | 64.32%-59.6pp | 71.39%-66.7pp | 345.32%-340.6pp |
| Employer contribution / active EE | $155 | $5,261-97.0% | $4,735-96.7% | $4,762-96.7% |
| Participant deferral / active EE | $621 | $7,109-91.3% | $6,709-90.7% | $5,850-89.4% |
| Admin fee / account holder | $1,465 | $12,120-87.9% | $10,261-85.7% | $11,596-87.4% |