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 | $83,071 | $183,519-54.7% | $155,509-46.6% | $145,922-43.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 3.20% | 61.17%-58.0pp | 64.67%-61.5pp | 561.29%-558.1pp |
| Employer contribution / active EE | $192 | $5,313-96.4% | $4,672-95.9% | $4,660-95.9% |
| Participant deferral / active EE | $193 | $6,462-97.0% | $5,626-96.6% | $6,688-97.1% |
| Admin fee / account holder | $2,560 | $19,313-86.7% | $15,912-83.9% | $13,397-80.9% |