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 | $79,423 | $209,832-62.1% | $189,513-58.1% | $167,490-52.6% |
| Participation rate | 78.9% | 88.7%-9.7pp | 87.8%-8.9pp | 82.1%-3.2pp |
| Annual return | 8.68% | 748.27%-739.6pp | 555.15%-546.5pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,313 | $6,914-81.0% | $6,162-78.7% | $4,837-72.9% |
| Participant deferral / active EE | $2,994 | $8,935-66.5% | $8,221-63.6% | $6,341-52.8% |
| Admin fee / account holder | $916 | $14,293-93.6% | $12,045-92.4% | $12,309-92.6% |