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 | $172,111-85.3% | $150,298-83.2% | $137,256-81.6% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 11.29% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $640 | $4,636-86.2% | $4,154-84.6% | $4,156-84.6% |
| Participant deferral / active EE | $1,001 | $6,166-83.8% | $5,453-81.6% | $6,407-84.4% |
| Admin fee / account holder | $504 | $16,471-96.9% | $14,116-96.4% | $12,270-95.9% |