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 | $64,317 | $160,055-59.8% | $140,016-54.1% | $135,375-52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.18% | 911.38%-906.2pp | 651.12%-645.9pp | 519.73%-514.6pp |
| Employer contribution / active EE | $699 | $6,420-89.1% | $5,606-87.5% | $4,779-85.4% |
| Participant deferral / active EE | $2,410 | $7,642-68.5% | $6,927-65.2% | $5,609-57.0% |
| Admin fee / account holder | $1,256 | $13,328-90.6% | $10,705-88.3% | $10,827-88.4% |