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 8-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 | $36,959 | $154,228-76.0% | $145,433-74.6% | $137,256-73.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.23% | 74.59%-64.4pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $31 | $4,804-99.4% | $4,554-99.3% | $4,156-99.3% |
| Participant deferral / active EE | $53 | $8,216-99.4% | $7,897-99.3% | $6,407-99.2% |
| Admin fee / account holder | $1,156 | $14,344-91.9% | $13,129-91.2% | $12,270-90.6% |