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 | $35,840 | $148,534-75.9% | $135,903-73.6% | $139,434-74.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 11.74% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $480 | $5,243-90.8% | $4,856-90.1% | $4,751-89.9% |
| Participant deferral / active EE | $1,922 | $8,100-76.3% | $7,758-75.2% | $6,710-71.4% |
| Admin fee / account holder | $4,523 | $12,400-63.5% | $10,762-58.0% | $11,403-60.3% |