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 9-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 | $24,402 | $179,726-86.4% | $156,263-84.4% | $142,382-82.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 8.60% | 77.86%-69.3pp | 59.47%-50.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $993 | $5,069-80.4% | $4,333-77.1% | $4,299-76.9% |
| Participant deferral / active EE | $1,510 | $6,956-78.3% | $6,158-75.5% | $6,507-76.8% |
| Admin fee / account holder | $14,267 | $17,272-17.4% | $14,255+0.1% | $12,624+13.0% |