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 5-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 | $29,557 | $185,822-84.1% | $169,993-82.6% | $139,434-78.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 48.66% | 60.50%-11.8pp | 53.37%-4.7pp | 372.94%-324.3pp |
| Employer contribution / active EE | $657 | $7,590-91.4% | $6,785-90.3% | $4,751-86.2% |
| Participant deferral / active EE | $200 | $11,622-98.3% | $10,408-98.1% | $6,710-97.0% |
| Admin fee / account holder | $657 | $15,381-95.7% | $12,815-94.9% | $11,403-94.2% |