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 | $31,774 | $179,726-82.3% | $156,263-79.7% | $142,382-77.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 8.91% | 77.86%-68.9pp | 59.47%-50.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $665 | $5,069-86.9% | $4,333-84.7% | $4,299-84.5% |
| Participant deferral / active EE | $385 | $6,956-94.5% | $6,158-93.8% | $6,507-94.1% |
| Admin fee / account holder | $7,762 | $17,272-55.1% | $14,255-45.5% | $12,624-38.5% |