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 | $37,212 | $183,963-79.8% | $162,163-77.1% | $152,861-75.7% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.6%-11.4pp | 82.4%-6.3pp |
| Annual return | -24.03% | 150.76%-174.8pp | 115.59%-139.6pp | 345.32%-369.3pp |
| Employer contribution / active EE | $337 | $6,371-94.7% | $5,614-94.0% | $4,762-92.9% |
| Participant deferral / active EE | $1,515 | $8,034-81.1% | $7,298-79.2% | $5,850-74.1% |
| Admin fee / account holder | $13,331 | $13,121+1.6% | $10,843+23.0% | $11,596+15.0% |