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 | $24,572 | $142,405-82.7% | $115,157-78.7% | $152,861-83.9% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 7.63% | 41.48%-33.8pp | 35.60%-28.0pp | 345.32%-337.7pp |
| Employer contribution / active EE | $277 | $4,010-93.1% | $3,179-91.3% | $4,762-94.2% |
| Participant deferral / active EE | $1,029 | $5,164-80.1% | $4,168-75.3% | $5,850-82.4% |
| Admin fee / account holder | $494 | $8,462-94.2% | $7,088-93.0% | $11,596-95.7% |