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 6-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 | $107,679 | $117,841-8.6% | $102,423+5.1% | $145,922-26.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $635 | $3,615-82.4% | $3,023-79.0% | $4,660-86.4% |
| Participant deferral / active EE | $793 | $5,731-86.2% | $5,053-84.3% | $6,688-88.1% |
| Admin fee / account holder | $1,287 | $13,326-90.3% | $9,451-86.4% | $13,397-90.4% |