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 7-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 | $45,566 | $201,259-77.4% | $184,200-75.3% | $145,959-68.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 28.98%-14.9pp | 28.80%-14.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,450 | $7,018-79.3% | $6,424-77.4% | $4,661-68.9% |
| Participant deferral / active EE | $1,833 | $9,806-81.3% | $9,132-79.9% | $6,689-72.6% |
| Admin fee / account holder | $12,548 | $16,372-23.4% | $13,907-9.8% | $13,398-6.3% |