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 | $57,861 | $110,257-47.5% | $96,544-40.1% | $139,434-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.17% | 26.32%-6.1pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $450 | $3,620-87.6% | $2,965-84.8% | $4,751-90.5% |
| Participant deferral / active EE | $735 | $5,548-86.8% | $4,851-84.9% | $6,710-89.1% |
| Admin fee / account holder | $850 | $11,591-92.7% | $8,252-89.7% | $11,403-92.5% |