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 | $42,020 | $177,572-76.3% | $154,803-72.9% | $142,382-70.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 3.87% | 65.07%-61.2pp | 58.88%-55.0pp | 217.08%-213.2pp |
| Employer contribution / active EE | $492 | $4,810-89.8% | $4,305-88.6% | $4,299-88.6% |
| Participant deferral / active EE | $645 | $6,272-89.7% | $5,540-88.4% | $6,507-90.1% |
| Admin fee / account holder | $11,000 | $16,786-34.5% | $14,329-23.2% | $12,624-12.9% |