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 | $40,023 | $105,998-62.2% | $92,233-56.6% | $147,584-72.9% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 9.40% | 50.05%-40.6pp | 176.28%-166.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $186 | $4,333-95.7% | $3,679-94.9% | $4,876-96.2% |
| Participant deferral / active EE | $457 | $4,478-89.8% | $3,897-88.3% | $5,439-91.6% |
| Admin fee / account holder | $1,552 | $6,332-75.5% | $5,194-70.1% | $10,885-85.7% |