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 | $33,635 | $183,963-81.7% | $162,163-79.3% | $152,861-78.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 10.96% | 150.76%-139.8pp | 115.59%-104.6pp | 345.32%-334.4pp |
| Employer contribution / active EE | $574 | $6,371-91.0% | $5,614-89.8% | $4,762-88.0% |
| Participant deferral / active EE | $1,540 | $8,034-80.8% | $7,298-78.9% | $5,850-73.7% |
| Admin fee / account holder | $5,939 | $13,121-54.7% | $10,843-45.2% | $11,596-48.8% |