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 10-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 | $34,613 | $209,336-83.5% | $197,124-82.4% | $137,256-74.8% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 3.80% | 48.09%-44.3pp | 44.34%-40.5pp | 220.34%-216.5pp |
| Employer contribution / active EE | $885 | $6,591-86.6% | $6,227-85.8% | $4,156-78.7% |
| Participant deferral / active EE | $2,157 | $9,614-77.6% | $9,135-76.4% | $6,407-66.3% |
| Admin fee / account holder | $1,614 | $17,308-90.7% | $16,298-90.1% | $12,270-86.8% |