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 | $74,085 | $153,772-51.8% | $133,980-44.7% | $273,961-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.94% | 36.51%-25.6pp | 29.30%-18.4pp | 41.45%-30.5pp |
| Employer contribution / active EE | $446 | $6,029-92.6% | $5,211-91.4% | $4,869-90.8% |
| Participant deferral / active EE | $446 | $6,958-93.6% | $6,282-92.9% | $5,287-91.6% |
| Admin fee / account holder | $956 | $11,765-91.9% | $9,324-89.8% | $10,132-90.6% |