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 | $33,449 | $202,318-83.5% | $172,739-80.6% | $152,861-78.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 4.30% | 1029.65%-1025.3pp | 802.84%-798.5pp | 345.32%-341.0pp |
| Employer contribution / active EE | $989 | $5,856-83.1% | $5,143-80.8% | $4,762-79.2% |
| Participant deferral / active EE | $1,961 | $5,948-67.0% | $5,198-62.3% | $5,850-66.5% |
| Admin fee / account holder | $2,782 | $17,109-83.7% | $13,954-80.1% | $11,596-76.0% |