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 | $61,022 | $209,411-70.9% | $178,490-65.8% | $158,922-61.6% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 3.15% | 188.75%-185.6pp | 151.07%-147.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $704 | $5,706-87.7% | $5,011-86.0% | $4,761-85.2% |
| Participant deferral / active EE | $1,862 | $5,954-68.7% | $5,202-64.2% | $5,982-68.9% |
| Admin fee / account holder | $461 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |