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 | $21,235 | $115,770-81.7% | $101,248-79.0% | $158,922-86.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 20.85% | 56.14%-35.3pp | 46.47%-25.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $600 | $4,175-85.6% | $3,660-83.6% | $4,761-87.4% |
| Participant deferral / active EE | $1,200 | $4,957-75.8% | $4,370-72.5% | $5,982-79.9% |
| Admin fee / account holder | $4,421 | $7,245-39.0% | $5,945-25.6% | $11,246-60.7% |