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 | $54,125 | $201,272-73.1% | $184,203-70.6% | $145,922-62.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 7.18% | 29.00%-21.8pp | 28.81%-21.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,235 | $7,022-82.4% | $6,427-80.8% | $4,660-73.5% |
| Participant deferral / active EE | $1,325 | $9,806-86.5% | $9,131-85.5% | $6,688-80.2% |
| Admin fee / account holder | $566 | $16,364-96.5% | $13,901-95.9% | $13,397-95.8% |