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 7-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 | $25,506 | $96,635-73.6% | $86,612-70.6% | $139,434-81.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 10.61% | 106.41%-95.8pp | 591.07%-580.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $254 | $3,263-92.2% | $3,022-91.6% | $4,751-94.7% |
| Participant deferral / active EE | $374 | $4,836-92.3% | $4,438-91.6% | $6,710-94.4% |
| Admin fee / account holder | $3,086 | $6,408-51.8% | $5,614-45.0% | $11,403-72.9% |