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 | $232,747 | $148,534+56.7% | $135,903+71.3% | $139,434+66.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.27% | 79.19%-56.9pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $879 | $5,243-83.2% | $4,856-81.9% | $4,751-81.5% |
| Participant deferral / active EE | $1,315 | $8,100-83.8% | $7,758-83.0% | $6,710-80.4% |
| Admin fee / account holder | $4,251 | $12,400-65.7% | $10,762-60.5% | $11,403-62.7% |