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 | $46,142 | $165,335-72.1% | $149,696-69.2% | $158,922-71.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 7.22% | 348.15%-340.9pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $856 | $5,103-83.2% | $4,644-81.6% | $4,761-82.0% |
| Participant deferral / active EE | $1,682 | $7,181-76.6% | $6,842-75.4% | $5,982-71.9% |
| Admin fee / account holder | $1,878 | $10,807-82.6% | $9,309-79.8% | $11,246-83.3% |