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 9-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 | $89,137 | $209,411-57.4% | $178,490-50.1% | $158,922-43.9% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 0.42% | 188.75%-188.3pp | 151.07%-150.7pp | 302.83%-302.4pp |
| Employer contribution / active EE | $776 | $5,706-86.4% | $5,011-84.5% | $4,761-83.7% |
| Participant deferral / active EE | $1,188 | $5,954-80.0% | $5,202-77.2% | $5,982-80.1% |
| Admin fee / account holder | $1,944 | $17,074-88.6% | $13,984-86.1% | $11,246-82.7% |