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 | $60,490 | $107,334-43.6% | $92,893-34.9% | $152,861-60.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.47% | 145.58%-135.1pp | 109.41%-98.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $390 | $4,221-90.8% | $3,653-89.3% | $4,762-91.8% |
| Participant deferral / active EE | $1,091 | $4,845-77.5% | $4,236-74.3% | $5,850-81.4% |
| Admin fee / account holder | $1,769 | $7,079-75.0% | $5,794-69.5% | $11,596-84.7% |