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 | $31,906 | $201,272-84.1% | $184,203-82.7% | $145,922-78.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.82% | 29.00%-21.2pp | 28.81%-21.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,267 | $7,022-82.0% | $6,427-80.3% | $4,660-72.8% |
| Participant deferral / active EE | $1,838 | $9,806-81.3% | $9,131-79.9% | $6,688-72.5% |
| Admin fee / account holder | $2,957 | $16,364-81.9% | $13,901-78.7% | $13,397-77.9% |