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 | $68,661 | $209,832-67.3% | $189,513-63.8% | $167,490-59.0% |
| Participation rate | 70.6% | 88.7%-18.1pp | 87.8%-17.2pp | 82.1%-11.5pp |
| Annual return | 9.11% | 748.27%-739.2pp | 555.15%-546.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,010 | $6,914-85.4% | $6,162-83.6% | $4,837-79.1% |
| Participant deferral / active EE | $1,456 | $8,935-83.7% | $8,221-82.3% | $6,341-77.0% |
| Admin fee / account holder | $12,678 | $14,293-11.3% | $12,045+5.3% | $12,309+3.0% |