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 | $48,681 | $198,466-75.5% | $170,442-71.4% | $147,584-67.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.23% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,165 | $6,184-81.2% | $5,433-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $867 | $5,629-84.6% | $4,939-82.4% | $5,439-84.1% |
| Admin fee / account holder | $653 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |