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 | $34,473 | $201,272-82.9% | $184,203-81.3% | $145,922-76.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.27% | 29.00%-21.7pp | 28.81%-21.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $722 | $7,022-89.7% | $6,427-88.8% | $4,660-84.5% |
| Participant deferral / active EE | $1,788 | $9,806-81.8% | $9,131-80.4% | $6,688-73.3% |
| Admin fee / account holder | $4,067 | $16,364-75.1% | $13,901-70.7% | $13,397-69.6% |