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 | $35,375 | $201,272-82.4% | $184,203-80.8% | $145,922-75.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 9.37% | 29.00%-19.6pp | 28.81%-19.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,295 | $7,022-81.6% | $6,427-79.8% | $4,660-72.2% |
| Participant deferral / active EE | $1,715 | $9,806-82.5% | $9,131-81.2% | $6,688-74.4% |
| Admin fee / account holder | $2,768 | $16,364-83.1% | $13,901-80.1% | $13,397-79.3% |