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 | $68,228 | $160,055-57.4% | $140,016-51.3% | $135,375-49.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.33% | 911.38%-910.0pp | 651.12%-649.8pp | 519.73%-518.4pp |
| Employer contribution / active EE | $943 | $6,420-85.3% | $5,606-83.2% | $4,779-80.3% |
| Participant deferral / active EE | $2,064 | $7,642-73.0% | $6,927-70.2% | $5,609-63.2% |
| Admin fee / account holder | $44,136 | $13,328+231.2% | $10,705+312.3% | $10,827+307.6% |