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 | $83,071 | $97,044-14.4% | $83,333-0.3% | $135,375-38.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 3.83% | 12.31%-8.5pp | 10.63%-6.8pp | 519.73%-515.9pp |
| Employer contribution / active EE | $300 | $4,143-92.8% | $3,379-91.1% | $4,779-93.7% |
| Participant deferral / active EE | $75 | $5,964-98.7% | $5,565-98.7% | $5,609-98.7% |
| Admin fee / account holder | $30,693 | $8,380+266.3% | $7,510+308.7% | $10,827+183.5% |