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 | $52,838 | $107,334-50.8% | $92,893-43.1% | $152,861-65.4% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 21.27% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $46 | $4,221-98.9% | $3,653-98.7% | $4,762-99.0% |
| Participant deferral / active EE | $1,176 | $4,845-75.7% | $4,236-72.2% | $5,850-79.9% |
| Admin fee / account holder | $20,721 | $7,079+192.7% | $5,794+257.6% | $11,596+78.7% |