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 | $12,108 | $117,983-89.7% | $101,794-88.1% | $142,382-91.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 30.80% | 36.92%-6.1pp | 30.53%+0.3pp | 217.08%-186.3pp |
| Employer contribution / active EE | $282 | $2,773-89.8% | $2,289-87.7% | $4,299-93.4% |
| Participant deferral / active EE | $838 | $4,714-82.2% | $4,084-79.5% | $6,507-87.1% |
| Admin fee / account holder | $1,799 | $10,433-82.8% | $8,777-79.5% | $12,624-85.8% |