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 | $18,119 | $99,341-81.8% | $84,750-78.6% | $273,961-93.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.12% | 22.93%-19.8pp | 22.78%-19.7pp | 41.45%-38.3pp |
| Employer contribution / active EE | $231 | $4,214-94.5% | $3,574-93.5% | $4,869-95.3% |
| Participant deferral / active EE | $642 | $4,269-85.0% | $3,712-82.7% | $5,287-87.9% |
| Admin fee / account holder | $9,525 | $6,644+43.4% | $5,332+78.6% | $10,132-6.0% |