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 7-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 | $11,133 | $172,111-93.5% | $150,298-92.6% | $137,256-91.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 9.52% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $774 | $4,636-83.3% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $1,575 | $6,166-74.5% | $5,453-71.1% | $6,407-75.4% |
| Admin fee / account holder | $320 | $16,471-98.1% | $14,116-97.7% | $12,270-97.4% |