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 | $39,354 | $157,256-75.0% | $141,162-72.1% | $152,861-74.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 8.79% | 64.32%-55.5pp | 71.39%-62.6pp | 345.32%-336.5pp |
| Employer contribution / active EE | $802 | $5,261-84.8% | $4,735-83.1% | $4,762-83.2% |
| Participant deferral / active EE | $2,301 | $7,109-67.6% | $6,709-65.7% | $5,850-60.7% |
| Admin fee / account holder | $26,144 | $12,120+115.7% | $10,261+154.8% | $11,596+125.5% |