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 | $97,867 | $87,540+11.8% | $75,781+29.1% | $125,391-22.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.12% | 13.48%-11.4pp | 9.68%-7.6pp | 282.22%-280.1pp |
| Employer contribution / active EE | $101 | $3,930-97.4% | $3,323-97.0% | $4,866-97.9% |
| Participant deferral / active EE | $97 | $4,229-97.7% | $3,651-97.3% | $5,352-98.2% |
| Admin fee / account holder | $50,725 | $6,502+680.2% | $5,299+857.2% | $9,540+431.7% |