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 | $27,429 | $201,272-86.4% | $184,203-85.1% | $145,922-81.2% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 6.04% | 29.00%-23.0pp | 28.81%-22.8pp | 561.29%-555.2pp |
| Employer contribution / active EE | $980 | $7,022-86.0% | $6,427-84.8% | $4,660-79.0% |
| Participant deferral / active EE | $2,241 | $9,806-77.1% | $9,131-75.5% | $6,688-66.5% |
| Admin fee / account holder | $15,782 | $16,364-3.6% | $13,901+13.5% | $13,397+17.8% |