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 | $52,391 | $127,386-58.9% | $115,037-54.5% | $125,391-58.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.83% | 31.28%-29.5pp | 26.14%-24.3pp | 282.22%-280.4pp |
| Employer contribution / active EE | $453 | $5,166-91.2% | $4,608-90.2% | $4,866-90.7% |
| Participant deferral / active EE | $906 | $6,423-85.9% | $6,026-85.0% | $5,352-83.1% |
| Admin fee / account holder | $2,522 | $9,516-73.5% | $8,175-69.2% | $9,540-73.6% |