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 | $46,828 | $214,378-78.2% | $200,582-76.7% | $142,382-67.1% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 5.84% | 46.41%-40.6pp | 42.33%-36.5pp | 217.08%-211.2pp |
| Employer contribution / active EE | $64 | $6,841-99.1% | $6,419-99.0% | $4,299-98.5% |
| Participant deferral / active EE | $1,627 | $9,865-83.5% | $9,331-82.6% | $6,507-75.0% |
| Admin fee / account holder | $63,166 | $17,692+257.0% | $16,305+287.4% | $12,624+400.4% |