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 | $59,243 | $214,378-72.4% | $200,582-70.5% | $142,382-58.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.71% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $777 | $6,841-88.6% | $6,419-87.9% | $4,299-81.9% |
| Participant deferral / active EE | $1,553 | $9,865-84.3% | $9,331-83.4% | $6,507-76.1% |
| Admin fee / account holder | $3,679 | $17,692-79.2% | $16,305-77.4% | $12,624-70.9% |