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 | $72,250 | $137,414-47.4% | $189,513-61.9% | $85,850-15.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.40% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,000 | $4,344-77.0% | $6,162-83.8% | $2,565-61.0% |
| Participant deferral / active EE | $2,648 | $6,260-57.7% | $8,221-67.8% | $3,952-33.0% |
| Admin fee / account holder | $6,821 | $8,630-21.0% | $12,045-43.4% | $6,260+9.0% |