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 | $178,174-78.5% | $156,181-75.5% | $137,256-72.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 8.63% | 84.19%-75.6pp | 64.87%-56.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $359 | $4,972-92.8% | $4,294-91.6% | $4,156-91.4% |
| Participant deferral / active EE | $552 | $6,888-92.0% | $6,132-91.0% | $6,407-91.4% |
| Admin fee / account holder | $55,500 | $17,404+218.9% | $14,586+280.5% | $12,270+352.3% |