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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,143 | $98,240-56.1% | $82,313-47.6% | $147,584-70.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.12% | 30.85%-17.7pp | 25.88%-12.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $467 | $3,192-85.4% | $2,428-80.8% | $4,876-90.4% |
| Participant deferral / active EE | $1,184 | $4,383-73.0% | $3,706-68.0% | $5,439-78.2% |
| Admin fee / account holder | $9,205 | $8,563+7.5% | $5,608+64.1% | $10,885-15.4% |