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 | $44,922 | $214,378-79.0% | $200,582-77.6% | $142,382-68.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 7.93% | 46.41%-38.5pp | 42.33%-34.4pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,339 | $6,841-80.4% | $6,419-79.1% | $4,299-68.9% |
| Participant deferral / active EE | $2,209 | $9,865-77.6% | $9,331-76.3% | $6,507-66.1% |
| Admin fee / account holder | $410 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |