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 8-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 | $72,962 | $159,901-54.4% | $146,958-50.4% | $145,922-50.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 4.22% | 98.13%-93.9pp | 418.34%-414.1pp | 561.29%-557.1pp |
| Employer contribution / active EE | $244 | $5,286-95.4% | $4,933-95.1% | $4,660-94.8% |
| Participant deferral / active EE | $1,467 | $8,428-82.6% | $8,070-81.8% | $6,688-78.1% |
| Admin fee / account holder | $751 | $15,044-95.0% | $12,998-94.2% | $13,397-94.4% |