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 8-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 | $17,354 | $159,602-89.1% | $150,045-88.4% | $142,382-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.27% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $484 | $4,961-90.2% | $4,693-89.7% | $4,299-88.7% |
| Participant deferral / active EE | $873 | $8,310-89.5% | $7,997-89.1% | $6,507-86.6% |
| Admin fee / account holder | $427 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |