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 | $41,850 | $159,602-73.8% | $150,045-72.1% | $142,382-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.12% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $268 | $4,961-94.6% | $4,693-94.3% | $4,299-93.8% |
| Participant deferral / active EE | $1,247 | $8,310-85.0% | $7,997-84.4% | $6,507-80.8% |
| Admin fee / account holder | $2,705 | $14,846-81.8% | $13,435-79.9% | $12,624-78.6% |