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 | $45,288 | $144,119-68.6% | $117,854-61.6% | $147,584-69.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 6.05% | 531.15%-525.1pp | 335.08%-329.0pp | 578.55%-572.5pp |
| Employer contribution / active EE | $780 | $4,896-84.1% | $3,786-79.4% | $4,876-84.0% |
| Participant deferral / active EE | $969 | $5,316-81.8% | $4,482-78.4% | $5,439-82.2% |
| Admin fee / account holder | $999 | $10,886-90.8% | $8,020-87.5% | $10,885-90.8% |