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 | $38,534 | $214,378-82.0% | $200,582-80.8% | $142,382-72.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.08% | 46.41%-37.3pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,203 | $6,841-82.4% | $6,419-81.3% | $4,299-72.0% |
| Participant deferral / active EE | $1,604 | $9,865-83.7% | $9,331-82.8% | $6,507-75.4% |
| Admin fee / account holder | $4,821 | $17,692-72.7% | $16,305-70.4% | $12,624-61.8% |