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 | $30,789 | $185,822-83.4% | $169,993-81.9% | $139,434-77.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.63% | 60.50%-49.9pp | 53.37%-42.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $820 | $7,590-89.2% | $6,785-87.9% | $4,751-82.7% |
| Participant deferral / active EE | $1,293 | $11,622-88.9% | $10,408-87.6% | $6,710-80.7% |
| Admin fee / account holder | $2,765 | $15,381-82.0% | $12,815-78.4% | $11,403-75.8% |