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 5-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 | $25,334 | $142,382-82.2% | $87,989-71.2% | $142,382-82.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 63.6%+11.4pp | 80.1%-5.1pp |
| Annual return | 10.48% | 217.08%-206.6pp | 15.56%-5.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $277 | $4,299-93.6% | $3,527-92.1% | $4,299-93.6% |
| Participant deferral / active EE | $333 | $6,507-94.9% | $6,172-94.6% | $6,507-94.9% |
| Admin fee / account holder | $323 | $12,624-97.4% | $3,281-90.2% | $12,624-97.4% |