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 | $64,461 | $171,865-62.5% | $149,718-56.9% | $147,584-56.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.57% | 2113.22%-2105.6pp | 1501.63%-1494.1pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,309 | $6,275-79.1% | $5,445-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $2,527 | $7,271-65.2% | $6,569-61.5% | $5,439-53.5% |
| Admin fee / account holder | $455 | $13,799-96.7% | $11,283-96.0% | $10,885-95.8% |