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 | $37,953 | $152,587-75.1% | $125,175-69.7% | $152,861-75.2% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 2.29% | 54.84%-52.5pp | 43.79%-41.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $674 | $4,946-86.4% | $3,865-82.6% | $4,762-85.9% |
| Participant deferral / active EE | $766 | $5,868-86.9% | $4,937-84.5% | $5,850-86.9% |
| Admin fee / account holder | $9,925 | $13,434-26.1% | $9,702+2.3% | $11,596-14.4% |