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 | $56,698 | $175,202-67.6% | $149,673-62.1% | $139,434-59.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.71% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $532 | $5,474-90.3% | $4,818-89.0% | $4,751-88.8% |
| Participant deferral / active EE | $665 | $6,519-89.8% | $5,680-88.3% | $6,710-90.1% |
| Admin fee / account holder | $25,987 | $16,150+60.9% | $13,210+96.7% | $11,403+127.9% |