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 | $45,547 | $214,378-78.8% | $200,582-77.3% | $142,382-68.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.75% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,255 | $6,841-81.7% | $6,419-80.4% | $4,299-70.8% |
| Participant deferral / active EE | $644 | $9,865-93.5% | $9,331-93.1% | $6,507-90.1% |
| Admin fee / account holder | $9,670 | $17,692-45.3% | $16,305-40.7% | $12,624-23.4% |