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 | $40,877 | $100,041-59.1% | $149,718-72.7% | $70,131-41.7% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 12.57% | 27.43%-14.9pp | 1501.63%-1489.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $161 | $3,662-95.6% | $5,445-97.0% | $2,342-93.1% |
| Participant deferral / active EE | $2,253 | $4,983-54.8% | $6,569-65.7% | $3,332-32.4% |
| Admin fee / account holder | $3,168 | $8,286-61.8% | $11,283-71.9% | $4,645-31.8% |