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 | $71,308 | $183,963-61.2% | $162,163-56.0% | $152,861-53.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 12.48% | 150.76%-138.3pp | 115.59%-103.1pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,180 | $6,371-81.5% | $5,614-79.0% | $4,762-75.2% |
| Participant deferral / active EE | $2,360 | $8,034-70.6% | $7,298-67.7% | $5,850-59.7% |
| Admin fee / account holder | $2,202 | $13,121-83.2% | $10,843-79.7% | $11,596-81.0% |