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 | $73,597 | $165,335-55.5% | $149,696-50.8% | $158,922-53.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.47% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $83 | $5,103-98.4% | $4,644-98.2% | $4,761-98.3% |
| Participant deferral / active EE | $990 | $7,181-86.2% | $6,842-85.5% | $5,982-83.5% |
| Admin fee / account holder | $3,532 | $10,807-67.3% | $9,309-62.1% | $11,246-68.6% |