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 | $45,117 | $135,952-66.8% | $123,892-63.6% | $273,961-83.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | -0.83% | 56.63%-57.5pp | 47.52%-48.3pp | 41.45%-42.3pp |
| Employer contribution / active EE | $242 | $5,170-95.3% | $4,617-94.7% | $4,869-95.0% |
| Participant deferral / active EE | $938 | $6,343-85.2% | $5,984-84.3% | $5,287-82.3% |
| Admin fee / account holder | $1,608 | $9,817-83.6% | $8,357-80.8% | $10,132-84.1% |