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 | $45,868 | $197,591-76.8% | $177,821-74.2% | $158,922-71.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 5.00% | 58.76%-53.8pp | 48.32%-43.3pp | 302.83%-297.8pp |
| Employer contribution / active EE | $921 | $6,697-86.3% | $5,918-84.4% | $4,761-80.7% |
| Participant deferral / active EE | $2,403 | $8,405-71.4% | $7,714-68.9% | $5,982-59.8% |
| Admin fee / account holder | $746 | $15,399-95.2% | $12,427-94.0% | $11,246-93.4% |