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 | $44,275 | $185,822-76.2% | $169,993-74.0% | $139,434-68.2% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 4.42% | 60.50%-56.1pp | 53.37%-49.0pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,131 | $7,590-85.1% | $6,785-83.3% | $4,751-76.2% |
| Participant deferral / active EE | $309 | $11,622-97.3% | $10,408-97.0% | $6,710-95.4% |
| Admin fee / account holder | $2,212 | $15,381-85.6% | $12,815-82.7% | $11,403-80.6% |