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 4-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 | $115,572 | $148,534-22.2% | $135,903-15.0% | $139,434-17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.39% | 79.19%-76.8pp | 68.23%-65.8pp | 372.94%-370.5pp |
| Employer contribution / active EE | $144 | $5,243-97.3% | $4,856-97.0% | $4,751-97.0% |
| Participant deferral / active EE | $359 | $8,100-95.6% | $7,758-95.4% | $6,710-94.7% |
| Admin fee / account holder | $879 | $12,400-92.9% | $10,762-91.8% | $11,403-92.3% |