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 | $42,123 | $165,984-74.6% | $164,813-74.4% | $145,922-71.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 5.95% | 100.03%-94.1pp | 69.93%-64.0pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,009 | $5,273-80.9% | $4,341-76.8% | $4,660-78.3% |
| Participant deferral / active EE | $1,306 | $6,959-81.2% | $6,031-78.3% | $6,688-80.5% |
| Admin fee / account holder | $25,763 | $16,648+54.8% | $12,690+103.0% | $13,397+92.3% |