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 | $37,077 | $197,591-81.2% | $177,821-79.1% | $158,922-76.7% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 6.49% | 58.76%-52.3pp | 48.32%-41.8pp | 302.83%-296.3pp |
| Employer contribution / active EE | $573 | $6,697-91.4% | $5,918-90.3% | $4,761-88.0% |
| Participant deferral / active EE | $1,822 | $8,405-78.3% | $7,714-76.4% | $5,982-69.5% |
| Admin fee / account holder | $1,126 | $15,399-92.7% | $12,427-90.9% | $11,246-90.0% |