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 | $25,250 | $177,572-85.8% | $154,803-83.7% | $142,382-82.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 11.29% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $640 | $4,810-86.7% | $4,305-85.1% | $4,299-85.1% |
| Participant deferral / active EE | $1,001 | $6,272-84.0% | $5,540-81.9% | $6,507-84.6% |
| Admin fee / account holder | $504 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |