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 | $199,864 | $214,378-6.8% | $200,582-0.4% | $142,382+40.4% |
| Participation rate | 82.6% | 87.4%-4.8pp | 86.9%-4.3pp | 80.1%+2.5pp |
| Annual return | 13.31% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,659 | $9,865-73.1% | $9,331-71.5% | $6,507-59.1% |
| Admin fee / account holder | $88,868 | $17,692+402.3% | $16,305+445.0% | $12,624+604.0% |