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 | $137,256-81.5% | $87,989-71.2% | $137,256-81.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 63.6%+11.4pp | 80.0%-5.0pp |
| Annual return | 10.48% | 220.34%-209.9pp | 15.56%-5.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $277 | $4,156-93.3% | $3,527-92.1% | $4,156-93.3% |
| Participant deferral / active EE | $333 | $6,407-94.8% | $6,172-94.6% | $6,407-94.8% |
| Admin fee / account holder | $323 | $12,270-97.4% | $3,281-90.2% | $12,270-97.4% |