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 | $39,354 | $198,466-80.2% | $170,442-76.9% | $147,584-73.3% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 5.91% | 257.29%-251.4pp | 205.93%-200.0pp | 578.55%-572.6pp |
| Employer contribution / active EE | $1,240 | $6,184-80.0% | $5,433-77.2% | $4,876-74.6% |
| Participant deferral / active EE | $1,392 | $5,629-75.3% | $4,939-71.8% | $5,439-74.4% |
| Admin fee / account holder | $773 | $16,852-95.4% | $13,880-94.4% | $10,885-92.9% |