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 | $37,402 | $185,822-79.9% | $169,993-78.0% | $139,434-73.2% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 1.60% | 60.50%-58.9pp | 53.37%-51.8pp | 372.94%-371.3pp |
| Employer contribution / active EE | $1,223 | $7,590-83.9% | $6,785-82.0% | $4,751-74.2% |
| Participant deferral / active EE | $1,676 | $11,622-85.6% | $10,408-83.9% | $6,710-75.0% |
| Admin fee / account holder | $1,532 | $15,381-90.0% | $12,815-88.0% | $11,403-86.6% |