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 | $75,764 | $78,422-3.4% | $95,952-21.0% | $79,858-5.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.41% | 19.37%-14.0pp | 91.61%-86.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $439 | $1,945-77.4% | $2,541-82.7% | $2,471-82.2% |
| Participant deferral / active EE | $284 | $3,440-91.8% | $4,167-93.2% | $3,740-92.4% |
| Admin fee / account holder | $6,524 | $5,622+16.0% | $6,795-4.0% | $5,306+23.0% |