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 | $19,470 | $107,334-81.9% | $92,893-79.0% | $152,861-87.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 11.77% | 145.58%-133.8pp | 109.41%-97.6pp | 345.32%-333.5pp |
| Employer contribution / active EE | $495 | $4,221-88.3% | $3,653-86.4% | $4,762-89.6% |
| Participant deferral / active EE | $831 | $4,845-82.9% | $4,236-80.4% | $5,850-85.8% |
| Admin fee / account holder | $328 | $7,079-95.4% | $5,794-94.3% | $11,596-97.2% |