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 | $79,006 | $135,952-41.9% | $123,892-36.2% | $273,961-71.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $707 | $5,170-86.3% | $4,617-84.7% | $4,869-85.5% |
| Participant deferral / active EE | $1,489 | $6,343-76.5% | $5,984-75.1% | $5,287-71.8% |
| Admin fee / account holder | $37,023 | $9,817+277.1% | $8,357+343.0% | $10,132+265.4% |