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 | $37,526 | $148,534-74.7% | $135,903-72.4% | $139,434-73.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.01% | 79.19%-71.2pp | 68.23%-60.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $982 | $5,243-81.3% | $4,856-79.8% | $4,751-79.3% |
| Participant deferral / active EE | $2,032 | $8,100-74.9% | $7,758-73.8% | $6,710-69.7% |
| Admin fee / account holder | $1,342 | $12,400-89.2% | $10,762-87.5% | $11,403-88.2% |