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 | $59,531 | $152,587-61.0% | $125,175-52.4% | $152,861-61.1% |
| Participation rate | 82.6% | 83.3%-0.7pp | 79.8%+2.8pp | 82.4%+0.2pp |
| Annual return | -0.58% | 54.84%-55.4pp | 43.79%-44.4pp | 345.32%-345.9pp |
| Employer contribution / active EE | $767 | $4,946-84.5% | $3,865-80.2% | $4,762-83.9% |
| Participant deferral / active EE | $1,175 | $5,868-80.0% | $4,937-76.2% | $5,850-79.9% |
| Admin fee / account holder | $304 | $13,434-97.7% | $9,702-96.9% | $11,596-97.4% |