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 6-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 | $38,220 | $159,602-76.1% | $150,045-74.5% | $142,382-73.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | -6.60% | 70.24%-76.8pp | 62.55%-69.1pp | 217.08%-223.7pp |
| Employer contribution / active EE | $442 | $4,961-91.1% | $4,693-90.6% | $4,299-89.7% |
| Participant deferral / active EE | $859 | $8,310-89.7% | $7,997-89.3% | $6,507-86.8% |
| Admin fee / account holder | $448 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |