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 | $65,187 | $144,119-54.8% | $117,854-44.7% | $147,584-55.8% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 6.14% | 531.15%-525.0pp | 335.08%-328.9pp | 578.55%-572.4pp |
| Employer contribution / active EE | $310 | $4,896-93.7% | $3,786-91.8% | $4,876-93.6% |
| Participant deferral / active EE | $1,179 | $5,316-77.8% | $4,482-73.7% | $5,439-78.3% |
| Admin fee / account holder | $1,940 | $10,886-82.2% | $8,020-75.8% | $10,885-82.2% |