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 | $19,589 | $159,602-87.7% | $150,045-86.9% | $142,382-86.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 4.68% | 70.24%-65.6pp | 62.55%-57.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $464 | $4,961-90.6% | $4,693-90.1% | $4,299-89.2% |
| Participant deferral / active EE | $707 | $8,310-91.5% | $7,997-91.2% | $6,507-89.1% |
| Admin fee / account holder | $39,929 | $14,846+168.9% | $13,435+197.2% | $12,624+216.3% |