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 | $159,943 | $178,174-10.2% | $156,181+2.4% | $137,256+16.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.72% | 84.19%-72.5pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $451 | $4,972-90.9% | $4,294-89.5% | $4,156-89.1% |
| Participant deferral / active EE | $696 | $6,888-89.9% | $6,132-88.7% | $6,407-89.1% |
| Admin fee / account holder | $52,641 | $17,404+202.5% | $14,586+260.9% | $12,270+329.0% |