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 | $118,251 | $153,772-23.1% | $133,980-11.7% | $273,961-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.90% | 36.51%-22.6pp | 29.30%-15.4pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,000 | $6,029-83.4% | $5,211-80.8% | $4,869-79.5% |
| Participant deferral / active EE | $1,070 | $6,958-84.6% | $6,282-83.0% | $5,287-79.8% |
| Admin fee / account holder | $396 | $11,765-96.6% | $9,324-95.8% | $10,132-96.1% |