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 | $19,147 | $177,572-89.2% | $154,803-87.6% | $142,382-86.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 6.98% | 65.07%-58.1pp | 58.88%-51.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $93 | $4,810-98.1% | $4,305-97.8% | $4,299-97.8% |
| Participant deferral / active EE | $924 | $6,272-85.3% | $5,540-83.3% | $6,507-85.8% |
| Admin fee / account holder | $6,670 | $16,786-60.3% | $14,329-53.5% | $12,624-47.2% |