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 | $37,882 | $198,466-80.9% | $170,442-77.8% | $147,584-74.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.97% | 257.29%-250.3pp | 205.93%-199.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,250 | $6,184-79.8% | $5,433-77.0% | $4,876-74.4% |
| Participant deferral / active EE | $1,292 | $5,629-77.0% | $4,939-73.8% | $5,439-76.2% |
| Admin fee / account holder | $2,223 | $16,852-86.8% | $13,880-84.0% | $10,885-79.6% |