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 9-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 | $62,040 | $165,584-62.5% | $142,942-56.6% | $137,256-54.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 9.72% | 164.22%-154.5pp | 113.70%-104.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $176 | $4,725-96.3% | $4,139-95.7% | $4,156-95.8% |
| Participant deferral / active EE | $390 | $8,194-95.2% | $7,128-94.5% | $6,407-93.9% |
| Admin fee / account holder | $8,168 | $16,167-49.5% | $12,475-34.5% | $12,270-33.4% |