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 | $34,973 | $202,318-82.7% | $172,739-79.8% | $152,861-77.1% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 11.19% | 1029.65%-1018.5pp | 802.84%-791.7pp | 345.32%-334.1pp |
| Employer contribution / active EE | $1,188 | $5,856-79.7% | $5,143-76.9% | $4,762-75.0% |
| Participant deferral / active EE | $1,629 | $5,948-72.6% | $5,198-68.7% | $5,850-72.2% |
| Admin fee / account holder | $2,749 | $17,109-83.9% | $13,954-80.3% | $11,596-76.3% |