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 | $38,425 | $157,256-75.6% | $141,162-72.8% | $152,861-74.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.96% | 64.32%-56.4pp | 71.39%-63.4pp | 345.32%-337.4pp |
| Employer contribution / active EE | $886 | $5,261-83.2% | $4,735-81.3% | $4,762-81.4% |
| Participant deferral / active EE | $926 | $7,109-87.0% | $6,709-86.2% | $5,850-84.2% |
| Admin fee / account holder | $38,728 | $12,120+219.5% | $10,261+277.4% | $11,596+234.0% |