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 | $122,605 | $175,202-30.0% | $149,673-18.1% | $139,434-12.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.59% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $322 | $5,474-94.1% | $4,818-93.3% | $4,751-93.2% |
| Participant deferral / active EE | $902 | $6,519-86.2% | $5,680-84.1% | $6,710-86.6% |
| Admin fee / account holder | $9,472 | $16,150-41.4% | $13,210-28.3% | $11,403-16.9% |