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 | $38,899 | $192,717-79.8% | $142,449-72.7% | $139,434-72.1% |
| Participation rate | 72.7% | 81.5%-8.7pp | 76.8%-4.1pp | 80.3%-7.6pp |
| Annual return | 9.11% | 17.99%-8.9pp | 19.99%-10.9pp | 372.94%-363.8pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $863 | $7,208-88.0% | $6,283-86.3% | $6,710-87.1% |
| Admin fee / account holder | $15,037 | $15,124-0.6% | $10,011+50.2% | $11,403+31.9% |