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 | $133,532 | $217,402-38.6% | $185,823-28.1% | $167,490-20.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.35% | 148.36%-142.0pp | 122.05%-115.7pp | 478.56%-472.2pp |
| Employer contribution / active EE | $655 | $5,873-88.8% | $5,167-87.3% | $4,837-86.5% |
| Participant deferral / active EE | $599 | $6,356-90.6% | $5,568-89.2% | $6,341-90.6% |
| Admin fee / account holder | $348 | $19,811-98.2% | $16,237-97.9% | $12,309-97.2% |