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 | $60,150 | $97,757-38.5% | $83,848-28.3% | $135,375-55.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 10.17% | 1287.37%-1277.2pp | 850.88%-840.7pp | 519.73%-509.6pp |
| Employer contribution / active EE | $328 | $4,222-92.2% | $3,631-91.0% | $4,779-93.1% |
| Participant deferral / active EE | $820 | $4,682-82.5% | $4,082-79.9% | $5,609-85.4% |
| Admin fee / account holder | $71,585 | $6,674+972.6% | $5,478+1206.7% | $10,827+561.2% |