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 | $39,783 | $201,272-80.2% | $184,203-78.4% | $145,922-72.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 3.68% | 29.00%-25.3pp | 28.81%-25.1pp | 561.29%-557.6pp |
| Employer contribution / active EE | $738 | $7,022-89.5% | $6,427-88.5% | $4,660-84.2% |
| Participant deferral / active EE | $878 | $9,806-91.1% | $9,131-90.4% | $6,688-86.9% |
| Admin fee / account holder | $7,496 | $16,364-54.2% | $13,901-46.1% | $13,397-44.0% |