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 | $146,942 | $178,174-17.5% | $156,181-5.9% | $137,256+7.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.54% | 84.19%-68.7pp | 64.87%-49.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $166 | $4,972-96.7% | $4,294-96.1% | $4,156-96.0% |
| Participant deferral / active EE | $270 | $6,888-96.1% | $6,132-95.6% | $6,407-95.8% |
| Admin fee / account holder | $6,149 | $17,404-64.7% | $14,586-57.8% | $12,270-49.9% |