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 | $35,011 | $175,202-80.0% | $149,673-76.6% | $139,434-74.9% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 9.36% | 166.71%-157.3pp | 134.42%-125.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $632 | $5,474-88.5% | $4,818-86.9% | $4,751-86.7% |
| Participant deferral / active EE | $1,875 | $6,519-71.2% | $5,680-67.0% | $6,710-72.1% |
| Admin fee / account holder | $392 | $16,150-97.6% | $13,210-97.0% | $11,403-96.6% |