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 | $47,670 | $146,267-67.4% | $197,124-75.8% | $82,448-42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.71% | 29.61%-13.9pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $402 | $4,723-91.5% | $6,227-93.5% | $2,551-84.3% |
| Participant deferral / active EE | $1,105 | $7,035-84.3% | $9,135-87.9% | $4,139-73.3% |
| Admin fee / account holder | $2,119 | $14,422-85.3% | $16,298-87.0% | $7,234-70.7% |