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 | $38,259 | $179,726-78.7% | $156,263-75.5% | $142,382-73.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 8.63% | 77.86%-69.2pp | 59.47%-50.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $359 | $5,069-92.9% | $4,333-91.7% | $4,299-91.6% |
| Participant deferral / active EE | $552 | $6,956-92.1% | $6,158-91.0% | $6,507-91.5% |
| Admin fee / account holder | $55,500 | $17,272+221.3% | $14,255+289.3% | $12,624+339.7% |