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 3-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 | $33,894 | $154,228-78.0% | $145,433-76.7% | $137,256-75.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 4.93% | 74.59%-69.7pp | 66.58%-61.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $480 | $4,804-90.0% | $4,554-89.5% | $4,156-88.4% |
| Participant deferral / active EE | $480 | $8,216-94.2% | $7,897-93.9% | $6,407-92.5% |
| Admin fee / account holder | $67,326 | $14,344+369.4% | $13,129+412.8% | $12,270+448.7% |